Kingshield Investments Limited – SERVICES

Kingshield ServicesAre you considering your first investment steps, but don’t know in which direction to turn?

Are you unsure about what investment options may be available to you?

Do you have specific needs, such as investing in Sterling or other currencies?

Could you benefit from an objective review, to ensure that your current investment portfolio matches your personal preferences and goals?

Investment Planning and Portfolio Management. Kingshield are here to help.

Our clients’ wants and needs are at the heart of our business ethos.

This is achieved by us listening to you, so that we can understand your requirements and objectives. We’ll get to know you as a person, and this includes acknowledging your attitude to risk as it relates to investments.

Only then will we apply our global perspective to design an investment portfolio, suited to you.

This could consist of investments in shares, infrastructure, commercial property, bonds, and cash, via a selection of managed funds and listed investment trusts, depending entirely upon what you wish to achieve. Whatever the mix, you can trust that our recommendations are backed up by comprehensive research, so you’ll know exactly where your money is invested, and why.

Furthermore, because your portfolio is held on a respected independent custodial platform, if requested we can provide secure online access so that you can easily monitor its performance as often as required.

As your life changes (for example: a transition from full-time to part-time work, or a downsize of property) we can re-evaluate and restructure a portfolio to ensure it remains on track with your lifestyle choices.

What can you expect as a Kingshield Investments’ client?

  • Qualified, impartial advisers providing consultative, research-backed recommendations

  • Face-to-face meetings as agreed with you to review investments and strategies

  • Secure online access to your investment portfolio, held on a respected independent custodial platform

  • Fully-disclosed transparent fees, so that you understand precisely what you’re paying for and when

  • Comprehensive tax report at the end of each financial year via the custodial platform provider

  • Advisers available at any time to assist you with any queries or concerns.

SERVICE PROVIDERS

LET’S WORK TOGETHER

If you’d like to feel more confident about your investment options, then the Kingshield team would love to chat to you. Please do get in touch.

MAKE AN ENQUIRY

ALREADY A KINGSHIELD CLIENT?

LOG IN TO VIEW YOUR PORTFOLIO HERE