Investments

£1.1 Trillion of private client wealth is held in the UK, but it is estimated only one-third of people review their position

Having the foresight to put in place a long-term strategy to protect your investments is crucial in these unpredictible times.

Using our expertise, we will gain a thorough understanding of your finances and what you are seeking from your investments. We will also advise on a level of investment risk with which you are comfortable and a genuine choice of suitable investment options. We will establish with you a comprehensive plan to reflect your needs and schedule regular performance reviews to confirm how your assets are being managed.

We will look to work with you on a long-term basis, with our role to manage your assets responsibly, building a set of investments, which will seek to maximise your returns, whilst managing your risk. You will also have the reassurance that this you will always be advised by a qualified Director or Senior Financial Adviser from Turner Insurance Group.

We are committed to giving you professional and expert wealth management advice

Key considerations

  • Professional wealth management service
  • Qualified advisers
  • Complete financial transparency
  • Regular review
  • Performance monitoring
  • Financial advice in plain English