Investment Planning Service
The following case study is based on clients' specific circumstances and should not be viewed as advice. Please seek independent financial advice before embarking on a course of action.
Mrs C was referred by her Accountant as she had expressed concern that the value of her investments was reducing. A review of the investments, together with an assessment of her attitude to risk, proved that they were of a higher risk than was comfortable for her.
In addition to this Gareth reviewed her investment historically and found that the advice that she had previously received elsewhere was inappropriate and had compounded her losses. Gareth prepared a comprehensive report to enable Mrs C to be compensated for her loss and distress.