The right investment portfolio will be designed to reflect your attitude to risk and your tax position. It should also meet your requirement to generate income, growth or a combination of both.
Your investment portfolio should be tailored to your circumstances and requires good, tax efficient returns and diversification to protect you against pitfalls.
Thomas Carroll Wealth Management offer an investment management service that includes:
- An assessment of your investment objectives and attitude to risk
- Construction of an appropriate portfolio of investments
- Regular reviews of your investment portfolio and financial goals
- A designated investment adviser to provide you with continuity of service and liaise with your other professional advisers