4 Shires seamlessly integrates financial planning with its investment management.
Each of our investment management customers will receive ongoing financial planning monitoring, together with regular reviews, at no extra charge.
With your financial planner and investment manager in the same building, you can be confident that your financial affairs are being looked after by professionals with a close working relationship. We take care to understand your circumstances thoroughly, so we can provide you with a complete service.
By regularly monitoring your personal circumstances, we can ensure that your investments are being managed appropriately in relation to your changing lifestyle or income.
Contact us to find out more about our integrated approach.