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Shares & Investments

At Wakefield Partners we can provide advice on most types of investments, but our priority is to identify and recommend the best available.

In our view, placing the investment is generally the last stage of the process, a process that begins with identifying the client’s needs and objectives. This contrasts with the product “hard sell”, the “one size fits all” approach that has been the practice of some organisations.

Each client’s circumstances will be different so it follows that each client will have the need for a unique investment portfolio that caters for their individual objectives. Our relationship with Morgans provides us with a huge range of investment options and choices.

It also provides us with a vast library of research material both from within Morgans and from external organisations. Our advisers receive daily updates and regular training to keep abreast of the latest news and trends.

Talk to us about formulating your unique investment strategy.