Drawing upon the expertise within the practice Barretts Financial Solutions will recommend a bespoke plan, based upon detailed research of a clients personal, and financial circumstances, to deal with any investment assets a client wishes to introduce to the practice to manage for them. The most important aspect of the relationship is the trust between advisor and client.
Risk is one of the most vital ingredient upon which any investment decisions are based, and the understanding of a clients 'attitude to risk' is the start of the planning process. In times of turmoil we try to bring certainty; in benign times we counsel complacency. We aim to be proactive with clients and value regular contact and review meetings.
We must also be aware of other factors in the decision making process such as is Capital Growth, or Income needed from the investment assets? What is the tax status of the client? What liquidity is required from the investment asset? | 
