Wealden Times | WT225 | Jan & Feb 2021| Education supplement inside

Investing in the future
Jon Curtis, branch manager
at the Tunbridge Wells office
of Charles Stanley Wealth
Managers, compares the
challenges of choosing the
right school and managing a
bespoke investment portfolio.
Choosing the right school for your child
requires both patience and consideration.
How are these qualities important in
successful investment management?
Deciding on the right school and
growing your investments don’t happen
overnight. Although long-term investing
does require a degree of patience,
the advantages are significant.
We spend time with each client to get
a clear picture of their financial goals,
such as funding school fees. We then
build a sustainable portfolio that reflects
those goals, the appetite for risk, and
(increasingly) non-financial factors
like socially responsible investing.
This level of personal consideration
has helped to make us one of the
UK’s leading wealth managers.
What benefits do managed investments
offer future generations? As well as
increasing capital, managed investments
can also offer income, which can be
particularly important to help fund
costs such as school fees, weddings
and, potentially, long-term care, as
well as creating financial security
for children and grandchildren.
How do you, as an investment manager,
face unexpected challenges such as
a change in the market? Since the
Covid-19 pandemic everybody’s lives
have changed significantly. The full
impact of the pandemic on markets
is hard to predict with any degree of
certainty but w e can mitigate the effects
of market movements by ensuring we
build diversified portfolios, which means
‘don’t put all your eggs in one basket’ and
investing in a variety of different assets.
Finally, how do you work with your
clients? There is no one-size-fitsall
approach at Charles Stanley but
something all our relationships have
in common is that they’re all built on
trust; we take on your financial goals as
our own and help you achieve them.
Find out how Charles Stanley can help
secure your financial future. Book your
free consultation with a friendly member
of our Tunbridge Wells team today.
01892 883 987
charles-stanley.co.uk/tunbridge-wells-offi ce
The value of investments can fall as well as rise. Investors may get back less than invested.
Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority.