EDUCATION
INVESTING IN THE FUTURE
JON CURTIS , BRANCH MANAGER AT THE TUNBRIDGE WELLS OFFICE OF CHARLES STANLEY WEALTH MANAGERS , COMPARES THE CHALLENGES OF CHOOSING THE RIGHT SCHOOL AND MANAGING A BESPOKE INVESTMENT PORTFOLIO .
Choosing the right school for your child requires both patience and consideration . How are these qualities important in successful investment management ?
Deciding on the right school and growing your investments don ’ t happen overnight . Although longterm investing does require a degree of patience , the advantages are significant .
We spend time with each client to get a clear picture of their financial goals , such as funding school fees . We then build a sustainable portfolio that reflects those goals , the appetite for risk , and ( increasingly ) non-financial factors like socially responsible investing . This level of personal consideration has helped to make us one of the UK ’ s leading wealth managers .
What benefits do managed investments offer future generations ?
As well as increasing capital , managed investments can also offer income , which can be particularly important to help fund costs such as school fees , weddings and , potentially , long-term care , as well as creating financial security for children and grandchildren .
How do you , as an investment manager , face unexpected challenges such as a change in the market ?
Since the Covid-19 pandemic everybody ’ s lives have changed significantly . The full impact of the pandemic on markets is hard to predict with any degree of certainty but we can mitigate the effects of market movements by ensuring we build diversified portfolios , which means ‘ don ’ t put all your eggs in one basket ’ and investing in a variety of different assets .
Finally , how do you work with your clients ?
There is no one-size-fits-all approach at Charles Stanley but something all our relationships have in common is that they ’ re all built on trust ; we take on your financial goals as our own and help you achieve them .
Find out how Charles Stanley can help secure your financial future . Book your free consultation with a friendly member of our Tunbridge Wells team today .
01892 883 987 charles-stanley . co . uk / tunbridge-wells-office
The value of investments can fall as well as rise . Investors may get back less than invested . Charles Stanley & Co . Limited is authorised and regulated by the Financial Conduct Authority .
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