"The service we have received from N&G over the years has been excellent to say the least. Their twice yearly visits to review our portfolio, reporting, and submitting recommendations is of tremendous value, ensuring we are
constantly alerted to the ever
changing market place."
Our Private Client Service
We provide structured ongoing service, with regular review meetings to discuss and review your plans, objectives and risk profile, which are followed up with advice and recommendations, combined with our investment process. Our service is in depth and thorough and is on a personal basis. The frequency of our service is based on the size of your portfolio and is offered under four schedules, Bronze, Silver, Gold and Platinum. Some of the main elements of our N&G Private Client service are shown below.
Review Meeting
We have regular review meetings to discuss your portfolio, the performance of your investments, and the current economic conditions. We will also discuss and review your objectives. This will include a regular discussion on the investment risk you are taking with your portfolio and we will review your attitude to risk on a regular basis.
Performance Report
This is a valuation report that will show you the current value of your investments, and the performance of these over a specific time period. These reports are normally given to you and discussed at our review meetings.
Investment Process
We provide an investment process for our Private Clients including Physcometric Risk Profiling, Target Portfolios with Strategic & Tacitcal Asset Allocation, and regular portfolio rebalancing. We are also review new investment fund opportunities for our clients.
Portfolio Tactical Report
To keep clients up to date with market conditions and our current tactical viewpoint, we issue a Portfolio Tactical Report to our N&G Private Clients, relevant to their Risk Group, on a qaurterly basis. This report includes the latest market outlook, detailing our views on current market conditions, our tactical viewpoint on each market sector and the resulting asset allocastion and investment fund selections for our target portfolios. When we make changes to our target portfolios, either due to a tactical change or an investment fund change, a Tactical Report is issued to detail the changes to Private Clients.
Holistic Review Report
This is a review of your overall needs and objectives, and aims to give you a snap shot view of your overall position. This report will include details such as your current inheritance tax liability, your asset and liabilities statement and your medium and long term goals. These reports are normally issued to follow up our review meetings.