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Wealth Management : Five Principles
Morton-Wilson can help you in five ways:
1. To become financially well-organised
To help you become financially well-organised is Morton-Wilson's first objective in our relationship. Unless your financial affairs are well-organised, we cannot hope to deliver our services effectively.
2. To consolidate your financial arrangements and simplify your life
Simplifying your financial life is a crucial element in what we do. As well as time and cost reductions, every client derives significant pleasure from consolidating their accounts to one administrator. Provided it can be done without significant tax implications or financial penalties being applied by existing managers, almost always there are major advantages for you in this part of the process.
3. To create a written Investment Plan to help you achieve your objectives
While each investor’s situation is unique, investment plans always address certain factors, including the reasons for the investment, the investing horizon and the degree of risk that the investor can comfortably tolerate. This investment plan will serve to guide us as we work to achieve your long-term financial success.
4. To create a successful investment experience
Our main objective is to deliver a successful investment experience for every client. The vast majority of people think investment advice as some kind of forecast that will tell them when the market is going up or down, or which shares to buy or sell. They spend all of their time looking for an advisor or financial guru who can give them the important investment forecast that will make them a successful investor. The reality is that nobody can predict the future.
5. To act as a financial coach to maintain discipline
We then act as a financial coach to maintain discipline between you and your investment portfolio to ensure you receive a successful investment experience. However, because of Morton-Wilson's investment process, our clients feel very comfortable in the knowledge that their Investment Plan is engineered to benefit from returns due to your portfolio’s exposure to stock markets around the world. This is a factor related to time as none of us know what markets will do in the short-term. Because at each meeting we carefully measure progress of the portfolio and refocus you on the long-term nature of investing, you are much less likely to deviate from your chosen path.
Summary
Each of these items has been broken down into a process which moves you from the point of our first introduction, through to implementing your Action Plan, and finally into the Annual Review Service phase. The following pages summarises your transition into becoming a client and how we deliver our services to meet your needs.