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Investment Services
We believe that it is important to have a diverse array of investments rather than a concentration in one or two asset classes. For example, cash-rich schemes carry inflation risk and property-rich schemes can face liquidity issues in the approach to retirement or if death benefits need to be paid.
Barnett Waddingham Investments LLP (BWI) is authorised and regulated by the Financial Services Authority and would be pleased to meet you at no obligation. We would suggest that this is undertaken if there is no appointed investment adviser.
Specifically, BWI is able to assess your attitude to risk, suggest an appropriate asset allocation, recommend suitable investment funds and place these on reduced commission terms.
BWI can also help place cash deposits, introduce you to boutique fund managers, provide details of direct offers such as the Sarasin GlobalSar IIID BWIL Share Class, rebroke life cover, provide retirement advice, recommend and place annuities and set up investment bonds for personal monies.
Your usual Barnett Waddingham contact will be able to put you in touch with a representative from BWI if you require further information.