PORTFOLIO MANAGEMENT
Whether investing for the first time, or a seasoned investor, first of all we will get to know all of your investment objectives and help you to identify the most important aspects of your values and goals.
It may be that you wish to review an existing portfolio to ensure that it reflects your current circumstances, or construct a new portfolio.
Having examined all aspects of your circumstances and requirements, we then build an investment strategy that takes into account your time frame, your attitude to investment risk and your personal financial position, advising you on the most cost effective and tax efficient solution.
We believe in a diversified approach, giving clients access to investments across different asset classes, industries, regions and investment managers and we embrace the latest technology to ensure that you can view your portfolio online at any time.
Once your investment portfolio is in place, it is regularly reviewed and rebalanced for you to ensure that it remains within your investment and risk objectives.
Changes in your personal circumstances such as marriage, divorce, retirement, death of loved ones and inheritance can have an effect on your financial situation. As circumstances, taxation rules and other legislation are continuously changing, we will meet with you at agreed intervals to ensure your plan remains up to date and keep you informed of the changes and new opportunities.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long – term investment and should fit in with your overall attitude to risk and financial circumstances.
Joanne helped us enormously and guided us through the new pension regulations advising us on the best, most tax efficient way to structure our pension benefits. She explains everything clearly and patiently and is always ready to answer questions. She is very professional, but most of all we have been struck by the time she is willing to take to make sure we understand the options and are happy with our decisions.
In this period of unprecedented global economic uncertainty, financial decision making is like walking through a minefield. Drawing on their many years of accumulated expertise, Barker Owen have enabled me to chart my way through the complexities to make informed choices. I have found the company extremely professional in all respects
Joanne Owen provides a unique service of personal and professional excellence with an ethical attention to detail whilst at the same time building strong relationships of trust and confidence in all aspects of her financial advice.