Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.

Investment Planning

Our approach to investment planning is that it should be ‘goals’ driven.

With the support of a committee of investment experts, along with a team of analysts and researchers, your consultant will construct a tax- efficient portfolio of investments based on your goals.

Investment planning

Benefits of investment planning:

  • Your investments are managed by an expert
  • You get a tax-efficient portfolio of investments designed with you in mind
  • Your investments are constantly under review; ensuring they remain on target

Featured service: Active Investment Management

You can benefit from an enhanced level of investment management by joining Torquil Clark’s Active Investment Management Service.

Benefits:

  • Monthly reviews of your investment portfolio
  • Proactive management of underlying investments
  • You retain control of any decisions we make

Active Wealth Management service

Things to think about

Before you contact us, it is worth considering how you might answer the following questions:

  • What do you want from your money? E.g. to grow in value or provide you with an income.
  • What are your feelings towards risk? E.g. would you prefer low returns with minimal risk, or are you comfortable with short term volatility in return for potentially higher gains and are prepared to hold your investment for the long term.

Wealth management services

As well as investment planning, we also offer retirement, protection and estate planning for a well-rounded wealth plan.

Read our blog

The latest industry views and commentary from Torquil Clark's wealth management and employee benefits experts.

Next steps

Want to speak to our
wealth management experts? Call:
0800 294 7199
or get in touch online.
We are open Mon-Fri, 9am-5pm.