Share Portfolio Advisory Service

In order to achieve the very best performance from any portfolio, it is imperative that investments are regularly monitored. Investing in products where we do not know who is behind the ideas or what the portfolio consists of often results in disappointment.

Whilst stock markets are always full of surprises, with a stockbroker who:

• knows you;
• understands your objectives; and
• is helping you to actively manage your interests

...you are better positioned to negotiate through turbulent times successfully.

Our approach

At Simple Investments, Philip Scott heads up our Share Portfolio Advisory Service. Philip and his team’s approach is a relatively simple one consisting of three key points of focus. We find that when these three benchmarks are met, success should eventually follow. They are:

1. Understanding our customer’s objectives
2. Undertaking individual research and analysis
3. Delivering active portfolio advice

Understanding our customer’s objectives

At Simple Investments one of our principal aims is to ensure that we know our customers and that they know us. In order to help our clients achieve their a lot of emphasis is put on a comprehensive initial meeting. This enables us to properly identify your objectives and establish the suitability (or not) of certain products. We are keen to maintain regular contact with you throughout the relationship to ensure we are aware of any specific changes to your objectives are reflected in our advice.

Undertaking individual research and analysis

Behind any successful investment portfolio lies a great deal of research. Our investment research attempts to go beyond the initial attractions of a stock. Philip and his team use a combination of technical analysis, sector analysis and general market sentiment assessment to establish a more comprehensive picture of a given stock.

Active Portfolio Advice

It is our opinion that unless a portfolio is actively reviewed, then it might not perform as robustly as it could otherwise. Sentiment in the stock market changes regularly from year to year and, as a result, different sectors fall in and out of favour. With this in mind it is our opinion that a portfolio which can change its emphasis to take advantage of these changes will fare better than one which cannot. That’s why our advice reflects stock market sentiment and that’s why we monitor changes.

Interested? Give Barry Fudge a call on 01483 413500 or email him on barry@simple-investments.co.uk