Andep Investment Consultancy offers what we call “light touch” investment advice for clients. All investments suggested to clients will be “set and forget”. We are also happy for clients to come to us with a list of shares, or other investments, that they are interested in purchasing and we can run through the list together and discuss the suitability of each one.
We carefully consider our clients’ investment objectives and risk tolerance before recommending any investments. We do not charge ongoing fees and, as such, do not offer ongoing monitoring of client portfolios. We believe clients should retain as much control over their investments as possible but we are always here to help them as much or as little as they need.
We will help clients develop a strategy for investing, including the optimal ownership structure, and will also suggest investments if clients are uncomfortable choosing their own.