Tyas & Company chartered accountants and financial advisors here in Crawley will spend time with you understanding your specific needs and financial situation, before constructing your investment portfolio to suit your risk profile. The investment process lying behind the asset allocation and selection of individual investments in your portfolio is rigorous and draws on a broad range of inputs.
This financial advice includes analysis from fund research companies, brokers, analysts and fund managers from across the UK. We attend regular meetings and seminars run by fund management companies and this knowledge is then applied to the construction and ongoing management of your portfolio.
Depending on the size of the funds available to invest, your portfolio will be based on a selection of funds from our preferred fund managers. Currently we have 25 funds on our preferred list, and a further 25 we hold in reserve should circumstances change. For larger portfolios of over £200,000 your portfolio will be constructed and managed on a bespoke basis, and will often include a discretionary fund manager.
Whether you are investing in personal pensions, ISAs, SIPPs or are a trustee, we will have an investment portfolio to suit your needs. Contact us on 01293 843900 for a free initial consultation.