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Our Investment Philosophy

Our investment philosophy is to ensure our clients have highly diversified portfolios not only on a geographical level but spread over multiple asset classes.  Most of our clients work with us on a long term basis so our philosophy focuses on long term planning and building a long term relationship with you.

We appreciate that every client is different and has different goals for their investments, so we take the time to get to know you, your goals in terms of lifestyle and monetary terms then construct an investment portfolio to reach these goals whilst fitting in with your attitude towards investing and risk.

In the short term, we will always look to adapt your investments in accordance with market conditions, and changes to your own situation but our overarching focus remains on your long term goals.

 

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Forrest Financial Management Ltd is an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority. FCA Registration No: 748565. Registered office 234 West George Street, Glasgow, G2 4QY. Any guidance contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers in the UK. You have the right to take any complaint to the Financial Ombudsman Service (FOS). Full details can be found on www.financial-ombudsman.org.uk