Investment and managing
Many clients we meet are surprised when we ask about their attitude to risk… but this is at the very centre of matching your expectations with investment performance. Pro-Viva Independent Financial Advisers only make recommendations about where and when to invest once we understand your personal attitude to risk, your financial goals and your investment time frame.
We understand that accumulating significant savings has been hard earned for many people and looking after it is of paramount importance.
You might want to protect against the effects of inflation, de-risk your portfolio approaching retirement, or be financially adventurous in the prospect of achieving superior gains. Whatever your financial goals we take the same approach… we listen, we research, we advise and then transact business for you. After that, if you want we monitor for as long as you need. A simple approach maybe; but one that works.
Occasionally if circumstances dictate we recommend specialist discretionary investment services. We are not tied to one provider but recommend third parties on a case by case basis. We do due diligence and research on candidates on your behalf and present you with a written recommendation report based on your specific needs. This consultancy approach to specialist services saves you time and effort and ensures your needs can be met by true experts across the globe.
- Securing capital growth
- Designing a balanced portfolio
- Funding education fees
- Helping you save tax
- Generating extra income