YOUR INVESTMENT PORTFOLIO IN SAFE HANDS

The stock market has allowed trading in marketable securities for many years, the London Stock Exchange for instance dates back to the 1600s.
Of course, over time it has seen significant fluctuations and even during this tumultuous phase of history there is still a powerful case for longer term investment, especially in experienced hands.

From our work with clients over many years – through up cycles and downs – Laver Financial has developed Reflex to help you come out on top. At a time when it is tougher than ever to get the right results, it is even more crucial to know what it takes to achieve successful outcomes.

How Reflex works

Having firstly established your investment objectives and risk tolerance,
we seek out performance in three distinct ways: regularly reviewing and adjusting if necessary the asset mix within the portfolio; selecting specific funds whose management team enhance performance through their stock selection; actively moving a portion of the portfolio in and out of the stock market to capture value.

Keeping you in the picture

At six-monthly intervals you will receive a report from us giving you a current valuation and details of all transactions in the preceding period.
We will also give you overviews on the prospects for global financial markets and compare the performance of your portfolio against an
agreed benchmark.

Of course there may be occasions when you would like to contact us
to discuss your portfolio or any other financial matter. We fully understand the importance of being readily contactable and we are always happy to talk with you.

Is it right for you?

You will either be holding cash deposits waiting for investment, about to sell an asset, or already have existing investments such as pension plans, ISAs, unit trusts, shares, investment bonds.

If you are looking for a professional service that offers the potential for out-performance, reports to you on a regular basis and gives you the peace of mind that comes with the knowledge that your portfolio is being looked after, then Reflex is for you.