When Fisher Investments UK begins a relationship with a prospective client like you, we take the time to understand the full scope of your financial situation and the goals for your retirement. Only after we have an in-depth understanding of the details of your financial circumstances do we make a portfolio recommendation for you.
Your Tailored Portfolio Recommendation
Your local Private Client Director will share the details about your goals and financial situation with a Fisher Investments UK Analyst, who will review your information and prepare a portfolio recommendation for you. Upon reviewing this recommendation with your Private Client Director, you’ll learn exactly how Fisher Investments plans to manage your hard-earned money and how the strategy aligns with your financial circumstances, however they might evolve or change.
Once you approve the portfolio recommendation and your account is set up and funded, Fisher Investments will implement the strategy designed for you.
What You Can Expect as a New Client at Fisher Investments
When Fisher Investments UK begins a relationship with a prospective client, we take the time to understand the full scope of a client’s financial situation and goals for their retirement. Only after we have an in-depth understanding of the details of a client’s financial situation do we make a portfolio recommendation for them.
In getting to know you personally, your Investment Counsellor will seek to learn more about your retirement goals, financial obligations, and other details about your family, health, interests and aspirations. The better they know you, the better Fisher Investments can tailor an investment strategy aligned to your personal situation and goals.
On an ongoing basis, your Investment Counsellor will update you with Fisher Investments’ views on the equity market and other information that may affect your portfolio. As a Fisher Investments client, you will also have access to a wealth of information and client resources.
If anything about your life or financial goals changes, your Investment Counsellor will make sure your portfolio is still on track to provide what you need. You can call your Investment Counsellor at any time with any questions or concerns about your portfolio. Whether they pick up the phone or you do, you can count on Fisher Investments to help you spend more time enjoying your life instead of worrying about how you’ll pay for it.