As with all financial planning the first element to a successful investment strategy is to understand the needs and objectives. This might be to:
Once your own personal requirements are identified, LDC will advise on the most suitable and tax effective investment solutions to address these needs. We subscribe to fund research tools from FE Analytics to provide us with comprehensive and independent analysis to support our investment solutions. We also use FE’s risk questionnaires to aid us in ascertaining our clients appetite for investment risk.
Over time we conduct regular review meetings with our clients to ensure the continuing suitability of our advice. The frequency and detail of our reviews is tailored to our clients individual requirements.
“Lawrence Dawson and Co have managed our finances for well over ten years now. During all of that time we have realised a very good return on our capital. Any questions that we have had have been answered promptly, clearly and courteously. Choices regarding investments have been simply and thoroughly explained to enable us to make informed choices. We have had excellent service and the products offered to us were tailored to our individual circumstances and requirements.”