At Holcombe Financial Services, we work with you to carefully assess your individual objectives and tailor your portfolio accordingly. As a Chartered firm we are able to apply this knowledge to ensure that we achieve the best outcome for every situation.  Crucially, as an Independent firm our research is not restricted.   

 

In order to make sure our services meet the highest standards, we work with the best independent asset allocators and fund selectors. Asset allocators provide invaluable advice on which areas to proportion capital to, while fund selectors, after rigorous research, provide advice on which funds can be used to complement the asset collection. The combination of the two can help to achieve highly efficient risk-adjusted returns. Our comprehensive research and analysis investment findings are shared with you in your investment report which contains user friendly graphs and benchmarks. This means that that all parties can clearly measure good performance.  We will share and discuss this document in as much or as little detail as you prefer at our meetings. 

 

By assessing your objectives, investment experience, time horizon and appetite for investment risk, we have the ability to carefully consider which investment strategy is best for you, making us the number one choice for your portfolio management services.

 

We understand that circumstances change, which is why we hold regular meetings with you to continually position your investments as effectively as possible.

 

‘The value of your investments can go down as well as up, so you could get back less than you invested’