At the heart of any financial plan lies an investment portfolio.
Whether the financial plan is for a pension, a lump sum investment or a regular savings plan, the investment portfolio is the most critical element.
It does not matter how tax efficient or cost effective your plan is if the investment does not make an acceptable return.
It is for this reason that Blythe Financial invests significant time and effort to design and manage its portfolios.
You can also rest assured that once you have invested in one of our investment portfolios, we will manage the investments on an on-going basis, taking time to modify our portfolios within the pre-defined risk tolerance agreed at the outset.
Once we have completed the Financial Planning part of our process, all investments are managed on a discretionary basis, meaning that we will implement changes as and when we think it appropriate to do so, and thereby giving you the benefit of instant and seamless management of your investments.
Our management style is to actively modify the portfolio content to either take advantage of improving market conditions or to defend against worsening conditions and as such we will make amendments to the portfolios that we believe are beneficial.
Crucially Blythe Financial does not make any charge for these amendments and so you can be confident that any changes that we do make are driven by a desire to manage our portfolios to the best of our ability.
To find out more please get in touch to discuss our range of services and how we can best help you.