Investment planning
Investments can play a key role in your overall financial planning, and we can help you plan and build an investment strategy that suits you.
We consider your short- and long-term needs, attitude to risk and investment preferences such as sustainable investing amongst other factors.
At Bordier Wealth Planning, our focus is on preserving and growing your assets, protecting your wealth for generations to come.
Our approach
We work with investment managers, both within and outside of Bordier, to help you achieve your goals.
We will have regular reviews to ensure your investments remain suitable and are on track to help you achieve your financial objectives.
How to contact us
If you would like to learn more about how our wealth planners can help, please contact us on 020 7667 6600 or email [email protected].