• Meet with you to establish your profile.
• Regularly review your existing holdings and investments.
• Recommend a customised portfolio of investments.
• Match your individual circumstances and goals with your objectives.
• Keep a vigilant eye on the impact of any change, either in your circumstances or externally, and give you the guidance you need to respond appropriately.

Balancing Risk with Requirements
We ensure that your profile reflects the level of risk you are happy to take and we will review your risk profile in line with changes in your circumstances.

Online Performance Tracking and Reporting
You will have access to our successful portfolio management, valuation and performance-tracking tool, Preferred Online.

Preferred Online
If you are already registered and have your User ID please click here to go directly to the website.

To register, please contact your Financial Adviser who will be happy to arrange it for you.

Preferred Investment Market Review

Post election, the UK looks to be entering an age of austerity while concerns over the financial strength of some European countries continue to rock stock markets worldwide.  In this environment pro-active management is essential and has produced some robust performance from our models throughout the last quarter's instability.

If you would like details of our Investment Model Performance please click here. This to hyperlink to the document Investment model performance issue 3 attached

If you would like to review your current investments please call or email info@gibbsdenley.co.uk.

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