A Wealth of Expertise

BOURNEMOUTH, England, November 5, 2012 /PRNewswire/ --

In these times of uncertainty in investment markets, there has never been a greater need to seek out quality wealth management. Financial guru Michelle Sanders from Charlwood IFA explains the benefits of Discretionary Fund Management to independent journalist Emma Caulton

At a time of continuing volatility, uncertainty in the financial markets and instability in some Eurozone countries, investors may feel in need of a crystal ball in order to assess where to place capital for the most profitable returns. In reality, assessing the markets demands time, energy and focus to acquire the knowledge, understanding and insight required to make astute financial investments. Yet putting in place an investment is just the start; from there on in, on-going time is required to review and adjust those investments to reflect changing market conditions.

It can become a full-time commitment to achieve such fleetness of foot. Many who have worked hard to create their wealth, simply do not have the time or energy necessary to make the most of that wealth. They have businesses to run. Or, simply, they would rather be doing something else whether relaxing, indulging a personal passion or pursuing a philanthropic interest. And why not? The solution is a firm of investment specialists more usually described as Discretionary Fund Managers. Michelle Sanders of Charlwood IFA explains: "At Charlwood we offer a highly personalised and bespoke Discretionary Fund Management service. This is something only a very few independent financial advisors (IFAs) are eligible to offer. Indeed Charlwood is among less than 2% of IFAs in the UK who have been authorised by the Financial Services Authority to provide Discretionary Fund Management services.

  "Only IFAs qualified with the expertise, experience and appropriately robust investment processes in place are authorised to offer this service." Michelle continues: "The benefits of Discretionary Fund Management permit us to add greater value to our clients' investment arrangements. Primarily this is as a result of being able to react more rapidly to changes in financial markets as opportunities present themselves

  "In effect the Discretionary Fund Manager is highly specialised and qualified with the expertise to read market fluctuations and the confidence to make in-depth decisions about investment placement.

  "They work for the benefit of the client to maximise growth and income in the portfolio, but at the same time try to protect the fund against falling markets. It is a service that offers massive time-savings for the client and can make the most of market opportunities as they arise.

  "A Discretionary Fund Manager relieves investors of the complex and time consuming responsibilities of looking after their investments, and in turn provides peace of mind from knowing that behind the scenes a highly qualified team are monitoring, protecting and enhancing their capital investments for the future.

  "Naturally there is a cost associated with this role. But in today's uncertain world there has never been a greater need to ensure your investments are in safe hands. Of course the beauty of our investment offering is such that the value we bring to the table is considerably greater than the cost."

Charlwood celebrates

Founded in 1988, Charlwood celebrates its 25th anniversary in 2013. In that time it has established itself as one of the regions most respected and astute independent investment providers with a well justified reputation for objectivity, integrity and professionalism. Charlwood offers an independent, impartial, wealth management service acting on behalf of its clients to seek out and obtain the best investment returns in a manner which minimises any tax implications.

Charlwood IFA
35 Seamoor Road
Westbourne
Bournemouth
BH4 9AE
Tel: +44(0)1202-768512
http://www.charlwoodifa.com

SOURCE Charlwood IFA