Review My Portfolio
Acquiring, preserving and growing your wealth can be daunting. You’ve worked hard for your money and you now want your money to work hard for you. JPM Wealth Management can help you achieve this goal.
Common portfolio challenges faced by our clients
With many investment opportunities available, it can be hard to know whether your current investments are on right track. Some of the most common questions asked by our clients include:
Can you tell me if my existing portfolio is working for me?
We can assess your existing portfolio for you and provide an impartial opinion on whether you are in the right assets and sectors and whether you are on track with your financial planning goals and needs.
I no longer have an adviser in JPM Wealth Management, can JPM Wealth Management take over running my portfolio?
Depending on the situation, we may be able to take over running your portfolio, we can certainly provide some sound advice regarding your best options going forwards.
What should I invest my money in?
The right investment strategy for one person may not be suitable for another. When you work with JPM Wealth Management, we’ll establish your ideal level of risk and your plans for the future. This will help us gauge the best investment strategy for your particular requirements.
Our approach to portfolio reviews
There are five steps to our portfolio review process:
Assessing your situation and current portfolio
The crucial first step is to find out about you, assess your risk tolerance and timeframe. We can look at your existing portfolio to see if it matches and if it’s working as it should be.
Providing opinion
We will then provide you with an impartial opinion on your existing investment portfolio and strategy. Hopefully, you’re already heading down the right path. If not, we will offer options to assist you going forwards.
Recommended options to consider
If we feel that your money could be working harder for you, we will make recommendations for you to consider.
Implementing recommendations
If you wish for us to take over looking after your portfolio, we will if we are able to. If not and you wish to implement our recommendations, we’ll assist in getting you on the right track and set up for you any accounts that would be required.
Reviewing your portfolio
Our reviewing process is ongoing. Once your newly reviewed portfolio is up and running, we’ll be in touch regularly to ensure it remains effective and is still working hard for you.
Get in touch with JPM Wealth Management today to receive a complimentary planning assessment and find out how we can help you.
Build a better tomorrow today!Receive a complimentary Review My Portfolio assessment
FAQs
Reviewing your portfolio is crucial to ensuring your money is always working hard. Investment opportunities will fluctuate and markets will change, so it’s important to keep your money in the right place so you can make the most of these changes.
The right mix of sectors and asset allocation will differ from person to person. We’ll consider your finances, your plans and your timeline, as well as your ideal risk level – these factors will influence the sectors and allocation we recommend.
Nothing at all. Our experts have years of experience and knowledge of the financial markets, so they can guide your investments and answer your questions.
We offer a complimentary initial meeting so we can ensure you’re comfortable and happy before you move forwards.
We have options available for $10,000 upwards. Simply let us know about your finances and plans for the future and we’ll find the right plan for you.
Our investment plans are portable, so you can take your plan with you if you choose to move.
You can invest in USD,GBP & EUR.
You’ll have online access to your investment portfolio as well ongoing regular review with us, so you can feel confident that your portfolio is working hard for you.