Save & Invest Financial Planning

We stress test before clients invest

In December 2018, we updated our website with the cover article from Citiwire's New Model Adviser magazine which featured our Managing Director, Jeffrey Deans.

In the second of the two-part series featuring Save & Invest's proposition,  Jeffrey details our approach to measuring volatility and elaborates on how we demonstrate stress testing scenarios for both potential and existing clients.

The article explains how Save & Invest monitor and choose investment funds and demonstrates how our clients objectives and their approach to volatility is at the heart of our portfolio construction.

The full article is available by clicking the link below.

If you would like further details on Save & Invest's Wealth Management service, or wish to make an appointment with Jeffrey or one of our advisers, please call our office on 0800 132 740 or email us at info@saveandinvest.co.uk

S&I New Model Adviser December 2018.pdf

How sustainably focussed is your portfolio or pension plan?

Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.

Please email us on info@saveandinvest.co.uk with general information on yourself and your portfolio.