Humans are generally cautious creatures, so long-term investment is not an easy path for many of us. And when future financial security hinges on the success of investing decisions, this explains why so many people approach the financial services industry with fear and caution.
Fortunately, the right wealth management advice coupled with a commitment to education can help investors learn about discipline and how to keep to their financial and retirement plans.
A detached relationship with your adviser is unlikely to help you stay disciplined to your long-term investment strategy. If your adviser is not an effective communicator, you may have less faith in his or her financial planning strategies. If your adviser is not able to provide extensive client education, you may have trouble learning about their approach to investing and how it can benefit you.
The digital age has brought many benefits to the investment services industry, especially for the self-directed investor, but with some firms it has only served to increase the distance between client and adviser. For example, robo-advisers have become more common, bringing advisory services to a new audience, but many have diminished the possibility for the development of meaningful human relationships between adviser and client built on trust and communication.
It is our belief that some investors need these elements if they are going to successfully navigate capital markets and avoid common behavioural mistakes. We believe advisers should help create goal-focused investment strategies and provide their clients with high-touch, proactive client service and education.
Fisher Investments UK listens to our prospective clients so that we understand their individual needs and concerns. Fisher Investments UK may be able to assess your long term investment needs and objectives. For qualified investors with at least £250,000 of investible assets, our team first focuses on your individual portfolio goals. This step helps frame the analysis relative to what you need from your portfolio over time. We then assess your current investment portfolio’s asset allocation, diversification and fee structure. This in-depth analysis helps evaluate how your investment portfolio might meet your goals or where it might fall short.
If you decide to become a client of Fisher Investments, you will have access to investment services as well as many educational resources, including ongoing written reports and updates, plus a dedicated point of contact for any questions or service needs, called an Investment Counsellor. Your Investment Counsellor will proactively reach out to you to explain our forward-looking market outlook, why we are invested in certain securities or sectors and answer any questions you might have. Also, if your personal situation or goals change, your Investment Counsellor can help assess whether or not the changes might warrant a change to your strategy.
We are committed to helping you reach your individual financial goals while also seeking to enhance your experience of investment services. As part of this commitment, we publish market commentary and educational articles to help investors make informed and rational decisions.
When you become a client of the Fisher group, your Investment Counsellor will serve as your primary point of contact with our organisation. Whether you want retirement planning advice, or you have questions about other securities, mutual funds or equity investments, your Investment Counsellor will help you learn about and understand the intricacies of the market in general, as well as your financial plan and objectives so you feel confident and well-informed.
Your Investment Counsellor will be in touch with you as often or as little as you wish, but will proactively reach out to you throughout the year to in order to inform you of any important developments affecting your investment strategy.
We regularly keep our clients informed and educated regarding both their individual portfolios and the wider context of industry trends. This includes a commitment to ongoing reporting.
Fisher Investments provides clients with detailed quarterly client reviews discussing how portfolios performed in the previous quarter as well as details on how we might expect the market to perform going forward. Fisher Investments UK also publishes regular updates and insights for our clients and prospective clients on our website.
Furthermore, as a client of Fisher Investments, if you have any questions or concerns prompted by our reports and written market updates, you can call your Investment Counsellor to discuss them.
We understand that consumers of investment services benefit when they clearly understand both their investing strategy and the wider market context of their portfolios. This is why we are committed to building meaningful and educational relationships with investors.
For more information on the many advantages of working with Fisher Investments UK, we can arrange a meeting for a more personalised discussion of how we can help. Contact us to speak with one of our professionals today. Otherwise, you can learn more by downloading one of our educational guides today.
Investing in financial markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance. The value of investments and the income from them will fluctuate with world financial markets and international currency exchange rates.
