Wealth Management

Wealth Management

Sound financial planning and wealth management is based on the ability to manage your money and review your circumstances on a regular basis.

In a world of economic turmoil, regulatory change and market fluctuations’ building a robust investment portfolio has never been more important.

There is a bewildering choice facing today’s investor – Unit Trusts, OEICs, Shares, Gilts, National Savings, ISAs, Investment Bonds, to name just a few. At Lewis Christopher Ltd we appreciate that Investments form a critical part of our clients’ personal financial plans and that is why we offer a comprehensive investment advisory service.

Having established your tolerance to risk we then find out what you want from your investment, income or capital growth, or a combination of the two. We research what is available, analyse investment performance, and advise on what we regard is most suitable for you.

Investing in stock markets and taking a longer-term view is more likely to deliver greater gains – but that’s a huge generalisation. The sensible approach is to apply a degree of balance, considering the UK and overseas markets and work them into a sensible strategy given your desired investment horizon.

Before any strategy is applied we take into account your attitude to risk and perhaps more importantly your capacity for loss, shielding you from the worst during the bad times while rewarding you in the good times. Against a moving backdrop, the most appropriate outcome is best achieved using a blend of investment vehicles and a sensible asset allocation across a range of different sectors.

Depending on suitability, cost and individual taste, Lewis Christopher will endeavour to create an investment solution that is stable, sustainable, and best meets your personal aims and objectives.

The value of your investment can go down as well as up and you may not get back the full amount invested.