With our Advisory Service, you make your own decisions while working alongside GFG. You have complete control of your portfolio, and can feel confident that you understand the rationale and risks involved in any investments you make.
We will discuss your investment objectives and requirements with you in advance and formulate guidelines for your agreement. Whether you’re experienced or new to investing, we can give you the appropriate level of advice. The service is highly collaborative. We make recommendations and discuss them with you in detail before you make the final decision.
Our experienced team is available to discuss particular investment ideas that you may have, and to give suitable recommendations. We will monitor your portfolio to ensure that it stays balanced and in line with your pre-agreed investment goals.
In matching your portfolio to your individual objectives and risk tolerances, you will be able to consider all asset classes. Regular portfolio reviews and valuations are provided.
GFG’s Advisory Service could be suitable for you if you want to make your own decisions based on our investment advice.