Integrated investment management and financial planning

Our investment management Weston-super-Mare team work with individuals, families, trustees and businesses to provide a discrete and unbiased investment advice service.  Our collective experience in investments, financial planning and taxation give us a clear perspective which allows us to help clients in selecting investments which maximise returns.

We know that a solid investment strategy needs to factor in the goals of the family or individual in question. The investor’s overall appetite for risk, the duration of investment required and the overal financial plan should be considered at all times. We also agree on an investment criterion by which the performance of the investment can be judged.  As part of our service, we undertake a tax review to ensure that we maximise the tax efficiency of our clients’ investment portfolios.

 

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Make well-informed decisions with the help of our investment management Weston-super-Mare team.

At Albert Goodman investment management Weston-super Mare, we  believe that investment decisions should be made using a large amount of empirical academic evidence that we have access too

The beliefs of our investment management Weston-super Mare team are as follows:

  • We believe in the power of the market. All of the evidence suggests that professional fund managers cannot beat the invisible hand of the market, and so capturing the returns available in the market remains our number one goal.
  • Diversification is essential to a portfolio. We diversify across geography, asset classes and investment type. This reduces risk in a portfolio, keeping the investment experience as smooth as possible.
  • Risk and reward are linked closely. The greater the risk a client is able to and wishes to take, the higher the long term returns are likely to be

We always pay careful attention to meeting the appropriate level of risk for each client. Sticking to our core beliefs we put together a carefully structured portfolio for each of our clients.

Our fees are transparent and good value

We always keep a close focus on costs and keep these to a minimum. The effect of charges over time can be great if this is not watched closely. With Albert Goodman investment management Weston-super-Mare we always agree our fees upfront, so you’ll always know what your costs will be.

We take great pride in our flexibility and are able to offer a range of support for clients who specific needs. From ethical concernces to the desire to have a manager to speak to, we will help with that. We undertsand that every client we work with is different.  Our Financial Planning team are happy to provide more information upon request.

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