Wealth management & investments
Here at Compass, we have an experienced team who have provide expert advice on Investments and wealth management.
We provide advice on new investments, review existing investments and can provide ongoing monitoring of investments.
The key to providing great advice is our structured advice process. During the advice process we discuss your objectives in detail consider your investment timeframe and any future wants needs and desires. We also discuss different types of investments, your views on risk and if you have any bespoke requirements when establishing a mandate.
Our in-house Investment Manager leads our investment committee. All of our advised portfolios are constructed by the committee this ensures consistent advice across all of our advisers.
Part of our Wealth Management service is providing ongoing monitoring and reporting which helps both Trustees and Attorneys demonstrate they are seeking ongoing independent professional advice.