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Investment Management

Our approach to investment management is to ensure that your wealth is invested in a tax efficient manner reflecting the taxes of the country where you live. 
 
Within tax efficient vehicles, we will work closely with you to establish your investment strategy which will take full account of your: 
  • Personal circumstances
  • Attitude to risk
  • Investment objectives
  • Investment time horizon
  • Personal requirements for access to capital and income
  • Currency requirements
 
The strategy that we will establish with you will be based on diversifying your holdings and the asset types you invest in, as this will assist in reducing risk and preserving your wealth in real terms over the longer term.  
 
Our review process ensures that changes to your objectives are recognised and considered in respect of your investment strategy. 
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Blevins Franks Financial Management Limited is authorised and regulated by the UK Financial Services Authority only for the conduct of investment and pension business. Blevins Franks Tax Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Advisory Service only gives taxation advice; all of the advisers are fully qualified tax advisers.