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Portfolio Building Advisory Service?
phuket
Posts: 47 Forumite
Hi
Does anyone know of anyone who offers an advisory service for just designing investment portfolios?
I have used the service of an IFA in the past but feel that I now prefer to manage my investments myself but would like some help/advice on just building suitable portfolios and then occasionally reviewing the performance of the portfolio. Most IFAs I have approached prefer to take a fully managed view and manage the investment on an ongoing basis for you but I just don't need this.
Anyone got any suggestions?
Does anyone know of anyone who offers an advisory service for just designing investment portfolios?
I have used the service of an IFA in the past but feel that I now prefer to manage my investments myself but would like some help/advice on just building suitable portfolios and then occasionally reviewing the performance of the portfolio. Most IFAs I have approached prefer to take a fully managed view and manage the investment on an ongoing basis for you but I just don't need this.
Anyone got any suggestions?
0
Comments
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Hi
Does anyone know of anyone who offers an advisory service for just designing investment portfolios?
I have used the service of an IFA in the past but feel that I now prefer to manage my investments myself but would like some help/advice on just building suitable portfolios and then occasionally reviewing the performance of the portfolio. Most IFAs I have approached prefer to take a fully managed view and manage the investment on an ongoing basis for you but I just don't need this.
Anyone got any suggestions?
My only thought is either be bold or go for the full IFA service.
The danger is that you want the freedom but not the responsibility.
You can't have it both ways
I believe past performance is a good guide to future performance :beer:0
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