When you invest your money with Arch Financial Planning Limited, or indeed any other independent financial adviser (IFA) firm, it is natural that you will be concerned about a number of things:
- Am I dealing with a professional, authorised organisation with all the protection which that includes?
- Will my money be invested in a way that ‘enables me to sleep at night’?
- Am I reliant on a few people in a small local organisation or is there something more substantial behind them?
- Can I be confident that my money will produce higher levels of growth/income than if I simply left it on deposit?
- Will the overall charges made on the investments and by Arch undermine any additional returns I may hope to achieve?
To answer these and other concerns which clients quite rightly have, we have developed the Arch Investment Proposition. It is a proposition which we believe can add significant value to our clients’ investment portfolios.
We have confidence in this, not because of an overblown belief in our own abilities, but because we involve widely acknowledged expert organisations to carry out all of the vital aspects of the management of our clients’ investment portfolios.
We have put in place an investment proposition which includes 20 professionally managed risk-rated portfolios and these are all available to our clients via the Nucleus Wrap. By investing in the most appropriate of these portfolios you can have the certainty of knowing that your investment portfolio is being managed in line with your attitude to risk and means that your portfolio will not move into a different level of risk over time.
The investment proposition involves active monitoring, regular fund selection and automatic rebalancing carried out by some outstanding organisations, the use of which we believe will deliver real benefits for our clients.
For an overview of our investment proposition please refer to www.arch-fp.co.uk/investment_proposition.php.