Active Money Management – Savings & Investments Advice and Portfolio Planning.
There’s a huge range of savings and investments options available. But building an effective investment portfolio is about much more than simply finding the right financial products.
It’s about offering active money management – savings and investments advice and portfolio planning. To do this, it’s important that we understand your personal attitude to risk and reward, and your need for income, growth – or both. These are key factors in finding the right balance of investments.
That’s where our experience can help. We always keep in touch with our clients. That way we can understand your needs, and help you achieve your investment and savings targets.
We now manage approximately £420 million of our clients’ capital, with a further £76.3 million managed outside of our core Active Money Management investment and service proposition.
October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.
– Mark Twain
For fast-acting relief, try slowing down.
– Lily Tomlin
What you risk reveals what you value.
– Jeanette Winterson
Money is the opposite of the weather. nobody talks about it but everybody does something about it.
– Rebecca Johnson
Money is better than poverty, if only for financial reasons.
– Woody Allen
Try not to become a man of success but rather to become a man of value.
– Albert Einstein
Active Money Management – Savings & Investments: Get In Touch For Our Specialist Advice
What Our Clients Say
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Giving her peace of mind that her funds were safe
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
I was not expecting such an exciting performance
I was not expecting such an exciting performance from virtually everything and must take this opportunity to be serious and tell you how much I appreciate the way you look after everything and nurse my investments along. I have no need to tell you that so much of the detail is way above my head but I know you are keeping your eye on everything and that is very gratifying.
Thanks again for your time and patience
Thank you very much, Keith, and thanks again for your time and patience today. Jack and I thoroughly enjoyed our visit – and that’s not something that is said when visiting most financial institutions!
Thank you and the team for all of your efforts and good advice
I just wanted to let you know it was a good to meet you last week, and to thank you and the team for all of your efforts and good advice in looking after our savings. We have great confidence in you and Pembroke.