We know that central to the success of any portfolio is adopting a well thought out scheme to cater for all the different financial goals of each clients by only providing advice that suitable to their financial aims and objectives. Pearson Investments have account executives to assess each client on an individual one-to-one basis so that we can determine and plan the best course of action.
Each of our account executives are highly experienced in building well-balanced portfolios to best complement each client’s acceptable level of risk. An acceptable level of risk is determined through in-depth consultation between the account executive, the client and any external parties involved so that a plan best suited to the financial aims of the client is achieved. Any agreed plan is fully flexible to cater for any changes during its lifecycle to ensure that assets do not diminish.