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What is Chiltern Invest?

Deciding how best to invest your money can be daunting. 

With so many options available and so many uncertainties, how do you choose what’s right for you?

Our job is to eliminate as much of that uncertainty as possible and to work with you to identify the most appropriate way for you to achieve your financial goals. 
 

Guidance Portfolio Solution – Investments from £50k to £300k through managed portfolios

Incorporating all aspects of our investment process, your financial adviser will recommend an investment solution in accordance with your objectives and your risk profile.

The advisory portfolio recommended will include a range of funds from a number of the UK’s leading investment houses and diversified across a number of different asset types and geographies. As part of the ongoing relationship you have with your advisor a periodic review of your objectives and risk appetite,  and data including asset allocation and the underlying fund performance will be considered together to identify if any investment changes are needed. Written recommendations will be provided for your approval and, with your consent, these will be implemented on your behalf in accordance with our best execution policy. The frequency of such reviews will be agreed with your adviser from the outset.

 

Bespoke Portfolio Solution – Investments from £300k through tailormade portfolios

We understand that no two clients are the same and that those with more complex financial planning needs often require more complex portfolio solutions. Our bespoke portfolio solutions are offered by Chiltern Invest to those clients, building on the fundamental elements of our investment process through the introduction of an in-house, dedicated investment specialist to work alongside your financial adviser. Whilst tailored research, bespoke recommendations and more detailed analysis are key enhancements, direct access to both an investment specialist and a financial adviser is frequently identified by clients as a significant benefit - particularly when markets are unsettled. More than just a case of ‘two heads’, the ability to ask questions to a dedicated investment manager – at any time – allows our bespoke portfolio clients to have a conversation about wider market developments, discuss investment ideas that they may have come across themselves or simply ‘catch up’ on their portfolios between reviews. Importantly, the client remains at the centre of our service and our ‘advisory’ approach to portfolio management is essential in ensuring this is delivered.

CALL US ON 01494 451441 for more details or download our latest brochure below

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Chiltern Invest

 

Personal Finance

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