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Investments

Our investment process is based on appropriate planning ...

... because your best investment asset is definitely a good plan ...

Planning defines the produce and provider for a specific objective; for investment, pension or protection.

However, products and providers for many areas of financial advice, from pensions & SIPPs to ISAs, general investment & investment bonds are increasingly similar in structure, charges and features.

One area of financial planning that retains its need for continued research and review, in a methodical and informed, unbiased way is investment selection and portfolio construction.

As planners and advisers we can assist you in many ways:

  • Client Objectives Overview & Analysis
  • Risk Profiling
  • Asset Allocation
  • Fund Selection Process
  • Ongoing Monitoring and Review of Funds
  • Client Objectives Reviews

Our investment process leads to a range of possible investment solutions:

  • Discretionary Model Portfolios
  • Advisory Model Portfolios
  • Bespoke personal investment portfolios
  • Active Managed funds
  • Passive 'tracker' funds

If you think we might be able to help, we look forward to meeting you.

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Clocktower Financial Planning Ltd
The Hollies, Denby Rd, Cobham, Surrey KT11 1JU
Tel: 01932 863400

CII Chartered Financial Planner black