Our advice is bespoke to the individual, therefore we need to ensure that we have a complete picture of your personal and financial circumstances before we can create a financial plan for you. Our advice process allows us to ensure that our advice is appropriate and, most importantly, affordable.
At Roberts Mackie Winstanley, we believe that the best way to manage investment risk is to invest in a diversified portfolio of assets to ensure that diversification and the investment risk to which you are exposed are controlled on an ongoing basis.Choosing the right portfolio for our clients - one that matches each client's attitude to risk and capacity for loss - is key.
At Roberts Mackie Winstanley, we believe that the best way to manage investment risk is to invest in a diversified portfolio of assets to ensure that diversification and the investment risk to which you are exposed are controlled on an ongoing basis.Choosing the right portfolio for our clients - one that matches each client's attitude to risk and capacity for loss - is key.
Services
As independent financial advisers we are free to advise on the financial products available from every product provider. We use advanced computer software to research, compare and select the most suitable deals currently available. By doing this, we are able to make arrangements that maximise the benefits to our clients.
We have a transparent and fair charging system for the advice we give. We will agree with you, in advance, how much you will pay for the research we undertake on your behalf, for any investment you make, and for the ongoing advice we give. Roberts Mackie Winstanley balances risk, return and cost when choosing and evaluating investment strategies and managers.
Life is unpredictable, but careful consideration of a range of 'what if' scenarios can help you prepare for anything that life has to offer. We want to help you plan for and adapt to real life events, before, during and after they happen. Testing different scenarios helps you understand the impact that key decisions may have on you and your family as you travel through life.
If you are new to the investment world, don't worry that you won't understand everything or you'll make the wrong decision. Our advisers are there to take you through the basics and help you understand your finances and where they might not currently be meeting your needs. If you are an experienced investor, but you're concerned that you're not maximising potential tax advantages, speak with our advisers.
I have known the partners of RMW for more than 20 years, and in that time they have helped in arranging funding for a business venture as well as providing me with sound help and advice on investments for my retirement years. When that time came they were happy to spend time with my wife and I to look at how best we could make our money work for us, and with their expertise secured a far better pension income than we were expecting.
Reviews
Be the first to review Roberts Mackie Winstanley.
Write a Review
