Investment Advice

When it comes to choosing an investment, there is no one-size-fits-all solution. That’s why, at Womble Bond Dickinson, our financial advisors tailor their services to fit your unique situation. 

Starting with an honest conversation about your current and future goals, our investment advisor team first establishes an account of each client’s full financial circumstances. Every investment account is unique, built upon aspirations, risk parameters and personal preferences, and our fully-tailored approach ensures our financial advisors can create an individual portfolio based on all of your needs and design an asset allocation model that is right for you.

Acting as a guide to the vast and ever-changing landscape of investment planning, our financial advisors are here to help you understand the entire investment process. We have decades of experience in the industry and are experts in planning good investments and managing stocks while simultaneously working to minimise tax and charges and maximise investment returns.

Delivering a completely bespoke service, Womble Bond Dickinson’s investment advice team allows you to select the type of service that best suits your individual requirements. Offering a variety of investment advice services, we keep a close connection with our clients and send regular reports about your investments as frequently as you wish. This freedom extends to other management elements of your account, allowing you to dictate how often you meet with your personal wealth adviser, allowing the process to work within the timeline that best suits you.

Risks, taxation and investment advice services

The world of investing has a myriad of options and opportunities however, it can also be a volatile marketplace to navigate alone. By working together with our team of investment advisors and financial planners, you will be provided with the expertise of a whole team of specialists who are here to understand your needs and answer your questions. Dedicated to eliminating any potential risks you may face, our financial advisors assist you in securing your goals efficiently through the following risk-mitigating investment services:

• Diligently identifying and measuring any potential sources of risk that could interfere with the security of your account
• Providing expert, accessible information regarding the risk-mitigation steps available to you, including steps in place to anticipate any high-impact events
• Sharing ongoing, regular updates regarding the status of your accounts, including any changing risk-factors.

In order to provide a comprehensive and bespoke service which covers every aspect of your financial profile, our investment advisors also work closely with a wider network of colleagues from taxation and retirement planning.This diverse team of highly-qualified financial advisers compile their specialisms and resources to help you achieve your goals.

Whether you’re looking for assistance identifying and managing risks in your pre-established investment portfolio or need guidance designing new asset allocation models, our team of investment solicitors are on-hand to help. We regularly work alongside individuals, organisations, trusts and charities, and have the capacity to assist all clients who want to maximise their returns or secure income for the long term.

If you’re looking for a truly bespoke investment advice service, tailored to your needs, get in touch with us today. Alternatively, you can browse through our private wealth lawyers to get to know our team a bit more before setting up an appointment with us.