PORTFOLIOS

Portfolios are created with a wide range of asset classes with the objectives of low correlation and balanced risk ....


VALUATIONS

All our client portfolio valuations are updated on a daily basis ....

ABOUT US

Registered Office: 3 Warners Mill, Silks Way, Braintree, Essex CM7 3GB

Registered in England and Wales number: 06636430


TERMS & CONDITIONS


DATA PROTECTION/PRIVACY POLICY

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SWM-Ltd Colchester Essex Uk

Stewart Wealth Management Ltd.

© SWM Ltd. 2018-05-16

SWM-Ltd adopt a disciplined analytical process to the design and structure of each client's individual investment portfolio.


Investment goals and objectives are discussed in depth along with their tolerance to investment risk.


Investment expectations are tailored and balanced against the risk/reward required to achieve these goals and objectives.


Portfolios are created with a wide range of asset classes with the objectives of low correlation and balanced risk. We will include, when appropriate, non regulated investments such as National Savings and Investments.


We work with the leading investment Wrap Platform providers allowing access to all authorised investment funds within one single access point.

Portfolios

All the individual tax wrappers are available under the wrap platform allowing for efficient, effective, active investment management


Portfolios and fund recommendations are reviewed and monitored internally on a constant basis. Individual clients will have regular review meetings at least once a year with the majority every six months.


Investment performance cannot be guaranteed as the value of investment funds can fall as well as rise. Investments should be viewed as long term arrangements (i.e. minimum five years) and past performance is no guarantee of future returns.


The Financial Conduct Authority does not regulate Taxation Advice and National Savings and Investments.




Stewart Wealth Management