A stack of stones balancing on one another

Wealth Management Process

We currently manage the following investment portfolios via insurer platforms: Our Investment Portfolios are - Cautious, Conservative, Balanced, Growth and Adventurous.

Our Process:

  • Annual face to face personal review
  • Our team of consultants meet every 12 weeks to discuss the performance of each portfolio.
  • At our meeting we invite fund managers to discuss performance and market conditions
  • We decide on any fund changes within our portfolios
  • We write to you advising of market changes and proposed changes to our portfolios
  • We implement any changes once we receive your agreement to go ahead with our recommendations
  • Your portfolio is then rebalanced every 12 weeks
  • Annual investment report and valuation
Contact Gilbert Wealth Limited

Please call 0115 7843242  or email enquiries@gilbertwealth.co.uk to discuss your requirements. Alternatively, please complete the enquiry form below and we will get back to you soon as we can. Your information given on our contact form will not be used for marketing purposes.