At Encompass Financial Services Limited a core function of our business is to advise our clients on accumulating and investing capital which may be required for a variety of purposes throughout life.
We help our clients to understand the issues which need to be considered and the criteria to be applied in determining how their investment portfolios should be structured to suit their individual needs and attitudes to risk. Before recommending any specific investment product, we agree on the overall approach, factoring in the following issues:
- Security and access
- Investment timescale
- Attitude to risk
- Taxation
- Asset Allocation
Importantly, at Encompass Financial Services Limited our reputation is based not only on helping clients to construct their initial portfolios but on providing a source of ongoing advice to ensure that our clients’ financial arrangements remain appropriate to their changing lifestyles and financial goals. Please to contact us discuss it further.