{"id":840,"date":"2021-09-24T14:27:41","date_gmt":"2021-09-24T14:27:41","guid":{"rendered":"https:\/\/lubbockfine-stage.syndicut.io\/?page_id=840"},"modified":"2022-02-16T15:55:33","modified_gmt":"2022-02-16T15:55:33","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/investment-management\/","title":{"rendered":"Investment management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"840\" class=\"elementor elementor-840\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f98a6c7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"f98a6c7\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a2dc0cb\" data-id=\"a2dc0cb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0d1632a elementor-widget elementor-widget-content\" data-id=\"0d1632a\" data-element_type=\"widget\" data-widget_type=\"content.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"c-content\">\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"c-content__content-container\"> \n                                                <div class=\"c-content__content cms-content\">\n                            <div ><p><strong>Whether you\u2019re looking to start investing or have an existing portfolio, you\u2019ll be looking to maximise your savings and investments, while also reducing your tax liabilities.<\/strong><\/p><p>We offer a range of different investment propositions depending on your objectives, how much risk you are comfortable with taking and which option best suits your needs.<\/p><p>This can involve working with Discretionary Fund Managers, who are investment professionals appointed to monitor your portfolio and make investment decisions on your behalf.<\/p><p>Our expert guidance will provide a structure that mirrors your personal attitude towards risk and capacity for loss.<\/p><blockquote><p><span style=\"color: #800000;\">Andrew has held our hands through all our investment affairs for ten years.\u00a0<\/span><\/p><\/blockquote><h2>We can support you in the following areas:<\/h2><ul><li>Reviewing your existing portfolio of investments<\/li><li>Achieving good risk-adjusted returns<\/li><li>Portfolio construction<\/li><\/ul><p>Our approach to gaining your trust is to effectively communicate our thoughts through honesty and transparency, giving you peace of mind and confidence.<\/p><p>It\u2019s important to note investment values will continue to fluctuate, although they can increase, there is always a possibility it can decrease resulting in the investment value to change.\u00a0<\/p><p><em>The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.<\/em><\/p><\/div>\n                        <\/div>\n                        \n                        \n    \n                                            <\/div>\n\n                    \n                                        \n                                            <div class=\"c-content__sidebar\">\n                                                                            <div class=\"c-content__sidebar-block\">\n                                <div class=\"row\">\n                                    <h2 class=\"c-content__sidebar-title\">Key contacts<\/h2>\n                                <\/div>\n                                <div class=\"row\">\n                                                                                <div class=\"c-content__sidebar-item\">\n                                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/?p=816\" class=\"c-content__sidebar-item-link\">\n                                                                                                        <div class=\"c-content__sidebar-item-image\">\n                                                        <img src=\"http:\/\/lubbockfine-stage.syndicut.io\/wp-content\/uploads\/2021\/09\/Andrew_Website.jpg\" alt=\"Andrew Tricker image\" \/>\n                                                    <\/div>\n                                                                                                        <h3 class=\"c-content__sidebar-item-title\">Andrew Tricker<\/h3>\n                                                    <div class=\"c-content__sidebar-item-subtitle\">Director<\/div>\n                                                <\/a>\n                                                                                                <ul class=\"c-content__sidebar-item-info\">\n                                                                                                        <li class=\"c-content__sidebar-item-info-item\">\n                                                        Email: <a href=\"mailto:andrewtricker@lfwm.co.uk\" class=\"c-content__sidebar-item-info-link\">andrewtricker@lfwm.co.uk<\/a>\n                                                    <\/li>\n                                                                                                    <\/ul>\n                                                                                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/?p=816\" class=\"c-content__sidebar-item-btn c-btn c-btn--text c-btn--text-primary\">Visit profile\n                                                    <svg class=\"\" viewBox=\"0 0 19 8\">\n                                                        <path d=\"M18.354 4.354a.5.5 0 000-.708L15.172.464a.5.5 0 10-.708.708L17.293 4l-2.829 2.828a.5.5 0 10.708.708l3.182-3.182zM0 4.5h18v-1H0v1z\" fill=\"#000\"><\/path>\n                                                    <\/svg>\n                                                <\/a>\n                                            <\/div>\n                                                                                    <div class=\"c-content__sidebar-item\">\n                                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/?p=787\" class=\"c-content__sidebar-item-link\">\n                                                                                                        <div class=\"c-content__sidebar-item-image\">\n                                                        <img src=\"http:\/\/lubbockfine-stage.syndicut.io\/wp-content\/uploads\/2021\/09\/Gorkem_2.jpg\" alt=\"G\u00f6rkem G\u00f6kyi\u011fit image\" \/>\n                                                    <\/div>\n                                                                                                        <h3 class=\"c-content__sidebar-item-title\">G\u00f6rkem G\u00f6kyi\u011fit<\/h3>\n                                                    <div class=\"c-content__sidebar-item-subtitle\">Chartered Financial Planner<\/div>\n                                                <\/a>\n                                                                                                <ul class=\"c-content__sidebar-item-info\">\n                                                                                                        <li class=\"c-content__sidebar-item-info-item\">\n                                                        Email: <a href=\"mailto:gorkemgokyigit@lfwm.co.uk\" class=\"c-content__sidebar-item-info-link\">gorkemgokyigit@lfwm.co.uk<\/a>\n                                                    <\/li>\n                                                                                                    <\/ul>\n                                                     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\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-08f547a elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"08f547a\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-72bf5a7\" data-id=\"72bf5a7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8d4da1e elementor-widget elementor-widget-cta-with-image\" data-id=\"8d4da1e\" data-element_type=\"widget\" data-widget_type=\"cta-with-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n\t\t<div class=\"c-cta-with-image   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elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-fc17932\" data-id=\"fc17932\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ea8c0e4 elementor-widget elementor-widget-cta-listing\" data-id=\"ea8c0e4\" data-element_type=\"widget\" data-widget_type=\"cta-listing.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"c-cta-listing \">\n            <div class=\"container\">\n                <div class=\"c-cta-listing__container\">\n                    <div class=\"row\">\n                        <h2 class=\"c-cta-listing__title\">Discover more<\/h2>\n                                                                            <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/financial-modelling\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img src=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-scaled.jpeg\" \n                                                alt=\"Financial modelling Image\" \n                                                srcset=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-300x200.jpeg 300w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-1024x683.jpeg 1024w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-768x512.jpeg 768w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-1536x1024.jpeg 1536w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-2048x1365.jpeg 2048w\"\n                                                loading=\"lazy\"\n                                                class=\"c-cta-listing__item-image\">\n                                                                            <\/div>\n                                    <h3 class=\"c-cta-listing__item-title c-btn c-btn--text c-btn--text-underline\">Financial modelling<\/h3>\n                                <\/a>\n                            <\/div>\n                                                    <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/tax-planning-strategies\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img src=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/shannon-tremaine-NRz7SfpnqUM-unsplash-scaled.jpeg\" \n                                                alt=\"Tax planning strategies Image\" \n                                                srcset=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/shannon-tremaine-NRz7SfpnqUM-unsplash-300x200.jpeg 300w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/shannon-tremaine-NRz7SfpnqUM-unsplash-1024x683.jpeg 1024w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/shannon-tremaine-NRz7SfpnqUM-unsplash-768x512.jpeg 768w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/shannon-tremaine-NRz7SfpnqUM-unsplash-1536x1024.jpeg 1536w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/shannon-tremaine-NRz7SfpnqUM-unsplash-2048x1365.jpeg 2048w\"\n                                                loading=\"lazy\"\n                                                class=\"c-cta-listing__item-image\">\n                                                                            <\/div>\n                                    <h3 class=\"c-cta-listing__item-title c-btn c-btn--text c-btn--text-underline\">Tax planning strategies<\/h3>\n                                <\/a>\n                            <\/div>\n                                                    <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/business-financial-planning\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img src=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_69602694-scaled.jpeg\" \n                                                alt=\"Business financial planning Image\" \n                                                srcset=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_69602694-300x199.jpeg 300w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_69602694-1024x681.jpeg 1024w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_69602694-768x511.jpeg 768w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_69602694-1536x1021.jpeg 1536w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_69602694-2048x1362.jpeg 2048w\"\n                                                loading=\"lazy\"\n                                                class=\"c-cta-listing__item-image\">\n                                                                            <\/div>\n                                    <h3 class=\"c-cta-listing__item-title c-btn c-btn--text c-btn--text-underline\">Business financial planning<\/h3>\n                                <\/a>\n                            <\/div>\n                                                    <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/retirement-planning\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img src=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1.jpeg\" \n                                                alt=\"Retirement planning Image\" \n                                                srcset=\"https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-300x225.jpeg 300w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-1024x769.jpeg 1024w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-768x577.jpeg 768w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-1536x1153.jpeg 1536w, https:\/\/lubbockfine-stage.syndicut.io\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-2048x1538.jpeg 2048w\"\n                                                loading=\"lazy\"\n                                                class=\"c-cta-listing__item-image\">\n                                                                            <\/div>\n                                    <h3 class=\"c-cta-listing__item-title c-btn c-btn--text c-btn--text-underline\">Retirement planning<\/h3>\n                                <\/a>\n                            <\/div>\n                                            <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Whether you\u2019re looking to start investing or have an existing portfolio, you\u2019ll be looking to maximise your savings and investments, while also reducing your tax liabilities. We offer a range of different investment propositions depending on your objectives, how much risk you are comfortable with taking and which option best suits your needs. 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