We discuss the requirements and outcomes possible with each client personally. As part of these initial investigations we outline the varying risks and determine the client’s own risk profile. These discussions allow us to understand the client’s goals and ensure that we provide suitable advice, services and products to achieve this.
At Butcher & Moody we regularly research the best options in the marketplace. We investigate portfolios, platforms and products in house to ensure the best for our clients. We also seek to involve clients in every stage of the investment process. We continually monitor these products and services across all risk bands, suggesting changes and updates when necessary. In extreme conditions we will send out immediate advice to our clients in order to protect their investments outside of the pre-agreed structure. No changes are made to client’s portfolios without their prior agreement or knowledge.
If you require further clarification please contact us and we can discuss this with you in more detail.Read more
It is vital that our clients remain secure in the knowledge that at Butcher & Moody we are doing all we can to ensure all their investments and portfolios are safe.Read more
In most circumstances Butcher & Moody bear the costs of initial research, meetings, reporting and the establishment of investments.Read more
The world of investment opportunities is huge and in order to ensure our clients have the best options possible we spend time eliminating those products and platforms which are unsuitable or are offer too much risk. This range of slimmed down options allows investors to feel secure that their goals are more likely to be met with less, unnecessary choices to make.
Once we have selected our range of portfolios, products and platforms we are then best placed to offer appriate solutions to our clients and ensure they receive good value. All these products are carefully monitored and managed on each client’s behalf with regular updates via e-mail or post to all customers. If we believe a client’s portfolio is slowing, growing or deviating into a non agreed risk band then we will contact them immediately and offer new advice accordingly.
By maintaining a hands on approach to advice and the preparation of portfolios and products we seek to offer a competitive edge for our clients. Quick decision making, supported by a greater understanding of our client’s goals and requirements, allows Butcher & Moody to provide clear advice and best choice solutions while making great use of available technology.
The value of your investments can go down as well as up, so you could get back less than you invested.
The Financial Conduct Authority does not regulate tax advice.