Taking the guess work out of investing

I previously worked in the City and was constantly exposed to the latest ‘stock tip’ and ‘insight’ into where I should invest. Over the years my portfolio had grown quite substantially but I simply didn’t have time to manage it. I needed to find a better solution, without as much risk.

My investments were scattered across different providers and I’d taken benefits from some and not others. I needed a way to simplify my affairs. I wanted to adopt a more proactive approach and take charge of my investments without having to look up valuations manually on a daily basis.

I arranged a meeting with Carrington Wealth Management. They took time to understand my needs, what was important to me and where I wanted to be. They then reviewed all of my holdings and arrangements, and recommended I consolidate everything – my pensions and investments – into the one place, a recommended wrap.

As well as taking charge of my investments, the wrap enables me to view my valuations at the “push of a button” through my online access. It provides access to a far broader range of investments than was available through my previous policies. I have a core investment strategy, agreed over with my advisers, which is aligned to my risk tolerance. Given my passion for investing and with full access to the investment team, I feel like I’m totally in control.

Carrington have also made sure my family are looked after, should anything happen to me. I have a protection policy that will provide for my children and cover any inheritance tax liabilities. On their advice and through an introduction I’ve also worked with a solicitor to update my will, which was absolutely necessary and will lead to a significant reduction in the burden of inheritance tax.

I really enjoy working with the team. They are proactive and provide a superior level of service. It’s reassuring to simply ask for things to happen, knowing that it will get done. I have regular reviews throughout the year and look forward to their planning emails and investment commentaries, so I always know where I stand. They also let me explore different investment opportunities, knowing the core of my portfolio is actively managed and sets me on the path to where I need to be.