The Avidity Wealth Management service proposition brings together a number of partners, resulting in a portfolio that is put together and monitored by industry experts who are constantly under review from Avidity Wealth Management and CAERUS Capital Group
Our Wealth Management Clients benefit from:
- Access to a range of over 6500 investment funds, including risk rated active and passively managed portfolios
- Asset allocated investment portfolios designed to match your individual risk profile
- Quarterly reviews of both the underlying fund recommendations & re-balancing of the portfolio
- Portfolios implemented using a range of appropriate investment platform and tax wrappers suitable for your circumstances. Therefore we are able to place your investments under one roof to provide you with a consolidated view of your financial holdings
- An annual review of the underlying asset allocation
- An annual review meeting, held ideally on a face to face basis
- Regular updates and valuations on your investments
- Unlimited telephone support