Customised Portfolios For Everyone
There is a lot more to making the right investment decision than taking a chance and hoping for the best. What’s more for many people it doesn’t have to be that way.
Our Investment Advice Process
We believe that a robust Investment Advice Process is the key to helping our clients achieve their Financial Goals.
Our process scientifically evaluates, assesses and calculates our clients Risk Profile. This is turn enables us to build and design a specific Individual Portfolio based on each clients unique circumstances.
We firmly believe that a one shoe fits all style “Managed Fund” solution does not suit the vast majority our clients.
Our Solution
- Assess your Investment goals.
- Assess your attitude to risk.
- Select Asset classes to invest in.
- Choose the best product / investment vehicle.
- Choose investment funds.
- Review all the above on a regular basis.
Why not contact Lucas Financial Consulting Ltd to arrange an appointment today ?
Warning: The value of your investment may go down as well as up
Warning: Past performance is not a reliable guide to future performance
Warning: Funds may be affected by changes in currency exchange rates