For your investment strategy to be right for you it should be aligned with your goals. If it isn’t then it could be time for a review.
Financial planning and investment advice is provided by Satis Wealth Management, part of the Hillier Hopkins family.
Their approach is to understand and define what your financial goals actually are. Only then can they develop a plan which will help you to achieve them. Once the plan has been agreed, they identify the investment approach which is the best fit for achieving your goals. Then will continue to review your goals, redefine your plan and revise your investments as necessary.
Find out more about Satis Wealth Management