Investment Portfolios

Why Choose an Actively Managed Portfolio?

Actively managed portfolios are overseen by experienced investment professionals who continuously monitor market conditions and make timely adjustments to your investments, when necessary. This hands-on approach allows to:

• Respond quickly to market opportunities and risks
• Adjust asset allocations in line with economic changes
• Tailor strategies to your unique goals and risk profile

Risk-Focused Strategies

Every investor is different. Whether you are seeking steady growth, capital preservation, or higher returns, our team works with you to determine your risk tolerance and investment objectives. We then construct a diversified portfolio that balances potential rewards with appropriate risk controls.

Our portfolios At Howard Wright typically include a mix of:

• Equities (UK and international)
• Bonds and fixed income
• Alternative assets
• Cash and money market instruments

For Individuals and Businesses

We provide tailored investment solutions for:

• Individuals: Whether you’re investing for retirement, or wealth accumulation, we’ll help you build a portfolio that aligns with your objectives.
• Businesses: Corporate investment portfolios can help manage surplus cash, fund future projects, or support employee benefit schemes.

Transparent Communication

By choosing to use Howard Wright ongoing service, you’ll be constantly informed about the progress of your portfolio via our weekly and monthly Eshots and Podcasts hosted by our Managing Director and Chartered Financial Planner Gareth Robinson.

You can also contact your adviser anytime you would like to discuss your portfolio. At Howard Wright, we make sure our clients are aware of all the costs, risks and the expected returns before any of your capital is invested.

We also make sure that our clients are seen at a minimum of once a year for a financial review where we discuss what has happened since your last review and make changes to your financial plan based on the findings.

Important Reminder

Investing always involves some element of risk. Your investments may decrease as well as increase and you might not recover the money you put in. Historical performance does not guarantee the same results in the future.

Why Choose Howard Wright?

• Chartered Financial Planners with decades of experience serving clients across the UK
• Independent, client-focused advice
• Access to leading investment platforms and research
• Ongoing portfolio reviews and adjustments
• Regular communication to keep you updated

Ready to take your investments to the next level?

Contact our team of Chartered Financial Planners at Howard Wright to discuss your investment goals. Call us on 0345 688 4939 or visit our Pensions page for more information on retirement planning. We look forward to hearing from you and seeing how our award winning team can help you invest for the future.

Disclaimer: This article contains information from sources believed to be reliable but no guarantee, warranty, or representation, express or implied, is given as to its accuracy or completeness. Howard Wright Ltd does not undertake any obligation to update or revise any future statements. Past performance is not a reliable indicator of future results. Investments can go down as well as up and actual results could differ materially from those anticipated. This article is for information purposes only and has no regard to the specific investment objectives, financial situation or particular needs of any person as such, the information contained in this article is not intended to constitute, and should not be construed as, investment or financial advice. Appropriate personalised advice should be taken before entering into any transactions. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. Howard Wright Ltd is Authorised and regulated by the Financial Conduct Authority.