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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.

CII Chartered Financial Planner black

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

CII Chartered Financial Planner black