We will calculate what your current investments are costing you in hidden fees and how they have performed. Are your current investments appropriate for you? Have the fees and rationale been explained to you?
I will make clear and specific written recommendations outlining both the merits and potential downsides involved. You will come away knowing the strategy and logic behind your new portfolio. A special emphasis is placed on reducing the tax and fees that you are now paying on your investments.
What clients are saying:
"I have been with David for over twenty years and would not hesitate to recommend him"
Marion in Lakefield
"I started out with David years ago and will soon retire into a very comfortable lifestyle"