There comes a point in life where, having spent many years accumulating wealth, it is time for your investment to bear fruit and start generating an income - often to supplement your pensions in retirement.

Investing for income brings very different challenges to investing for growth, and requires a different strategy.  Your capacity for loss is often reduced as you are now relying on your assets to maintain your desired lifestyle.  Investment income is also difficult to predict, with dividend and interest rates fluctuating.

Our understanding and application of Modern Portfolio Theory combined with state of the art Risk Profiling analysis is used as a basis from which o tailor make a portfolio that is carefully matched to your aims and attitudes.  As with all forms of investment, regular reviews are essential to stay on track.  Fortunatly, it's all part of our Private Client Service.