+44 191 359 2115

enquiries@bellinghamhouse.co.uk

+44 191 359 2115

Investment Management

Our wealth managers have many years of experience helping client investments.
They know that each client has their own circumstances & requirements. Each receives advice tailored to their needs.
  • Quarterly investment valuations
  • Yearly performance analysis reports
  • Regular portfolio reviews
  • Access to your wealth manager when required
  • Many investment opportunities

Investment Management

Managing your investment portfolio is not a straightforward task. Investment managers work to understand your financial plans, understanding your requirements.
 
They need to understand:
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Why you are investing

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Time to invest

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Your attitude towards taking risk

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How much you wish to invest

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