When it comes to choices, the investment marketplace is possibly one of the most complex and diversified of all. Indeed there are many different types of investment vehicles and choosing the right investment portfolio depends on many things, including how long you want to invest, how accessible you need your funds to be, your residency status, tax position or even your moral perspective. Additionally, there are many factors that may affect your investment decisions, such as your inflationary and economic viewpoint, your attitudes towards risk versus return and where you want your money invested.

At Balfour Wealth Management we understand the complexities of the investment marketplace and can talk you through the types of investment vehicle best suited to your circumstances. These may include:

• National Savings Products
• Cash Funds
• Fixed Interest Funds
• PEP/ISA Transfers & ISAs
• Unit Trusts
• Individual Savings Account (ISA)
• Open Ended Investment Companies (OEIC's)
• Investment Trusts
• Collectives
• Wraps
• Capital Investment Bonds
• Distribution Bonds
• Off-Shore Bonds
• Venture Capital Trusts (VCT's)
• Whole of Life Insurance
• Regular savings plans
• Enterprise Investment Schemes (EIS's)
• Exchange Traded Funds (ETF's)
• Discretionary Fund Management
• Mortgage Linked Savings
• Child Trust Funds
• Sustainable Forestry Investments
• Socially Responsible Investment Funds
• Investment Portfolio Management

Creating Your Wealth

If you are in the fortunate position to have residual income, short term savings, no expensive debts, have protected yourself with cover against unforeseen events, such as illness, redundancy or death and have sufficient emergency funds to tide you over short term eventualities, we can help you invest for the future you desire. By assessing your individual goals, risk profile and timeframes we can build a precise, strategic and tailored portfolio plan that is carefully and thoroughly researched to match your needs and circumstances.

Nurturing Your Wealth

Once your tailored portfolio plan is established, we at Balfour Wealth Management can proactively nurture your wealth, providing regular integrated monitoring and servicing facilities with the aim of bringing you closer to those goals. Furthermore, we can take your moral and ethical beliefs into account and structure your portfolio to match those values.

Developing Your Wealth

Our Wealth Management services incorporate investment advisory disciplines that facilitate investment portfolio management and a range of aggregated and holistic financial planning services. Small business owners, high net worth individuals and families who need the assistance of a credentialed independent financial advisory wealth manager can rely upon us to coordinate any of the following services:

• Retail Banking
• Estate Planning
• Legal Resources
• Tax Planning Professionals
• Bespoke Investment Management

Valued Professionalism

At Balfour Wealth Management, we believe our clients are more than just a name - because we value the relationships we hold and know how fundamental it is to understand just what is important to you.