Investment Management Solutions
Throughout discussions with you, we will come to an understanding of how you wish your wealth to be managed. Whether you are investing for retirement through a pension or into an investment wrapper for capital growth or income, your adviser at Bright Blue Wealth Coastal will go through the various different wrapper options available to you.
We will have a detailed discussion of risk with you, as well as an understanding of timescales and access to capital sums. This, along with the risk questionnaire, will help us agree on which of the management options are the most suited to your objectives: