All you need is prudence and patience. I will take care of the rest.
Robert Skeens is a chartered investment advisor and financial planner who endeavours to make everything as simple as possible but no simpler.
There is a lot of noise in the financial world and Robert’s job is to guide you through it. This is by helping you look at the bigger picture and thinking long term.
It is almost a fact that if you invest a significant portion of your income in a portfolio of the world’s best companies over the decades, your wealth will grow exponentially. This is thanks to the mathematical magic of compounding.
Services
Investment Management
As with all investments, your capital is at risk. Although, by investing in a globally diversified portfolio that is exposed to the world’s greatest companies, you should expect superb results over time.
The main challenge is to stay disciplined and future-oriented during the bad times, which is a lot less difficult with a professional by your side. A big decline in the value of one’s portfolio can be seen as the market’s way of flushing out the impatient gamblers and eventually rewarding the prudent investors who are committed to the long term.
Financial Planning
How much should you be investing every month to become wealthy, to retire comfortably, to cover your children’s university costs or all of the above?
Should you overpay the mortgage or invest more in the stock market?
How much cash should you be keeping in the bank for emergencies?
How much retirement income should you be taking?
Tax Planning
Pension tax relief and Inheritance Tax are two key areas of expertise. The amount of money that can be saved by addressing these taxes is truly substantial.
Protection Planning
The cornerstone of every prudent financial plan includes a combination of insurance policies, protecting you and your loved ones from the financial impact of death, illness and injury.
Corporate Advice
Whether you are a small limited company director or a multinational corporation, I can help your business enhance its employee benefits packages with tax-deductible insurance policies and superior company pension plans.
Foreign Exchange
Before you decide to exchange a substantial amount of money through your bank or a currency broker, run it by me first and I will probably be able to get you a better rate.
