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.