Personal
The personal services we offer to families and individuals are two-fold; financial planning and investment management.
Financial Planning
During our financial planning process, we help families and individuals address the concerns they have about their money and answer any questions about our services.
We will learn about your individual needs and will work with you to develop a unique financial plan that will help you to achieve your financial goals. Whether you require us to advise on a range of products or just one in particular, you will receive a personal and professional level of service.
We provide the flexibility to react swiftly to changing circumstances and can give you up-to-date advice to manage your affairs in current market conditions. We encourage all clients to keep in touch with us regularly but this is your choice of course. We can be as hands-on or hands-off as you want us to be.
Investment Management
Samuels Financial provide a more personal way to invest. We recognise that everyone has different financial needs and that no one investment will fit every client's situation. Consequently, we have a range of model portfolios that can be tailored to meet individual clients’ needs.
We can advise you on total asset allocation where you diversify your portfolio among different classes of assets, a major factor in determining the long-term performance of your portfolio. We want to talk to you regularly and our advisers are available to answer any questions you may have. Whether you need your portfolio to provide retirement income or you want to invest for maximum growth, we can help you.
In addition to managing the asset allocation mix of your portfolio, we select the money managers we believe are the best in each sector of the investment markets.
Please contact us if you require further information or have a specific question.
