Anthony U.K. works with Morningstar to manage clients' assets
While organising our clients’ investments should they be ISA, Offshores Bonds or Pensions, we follow a very strict Investment process.
It includes our client’s the Risk Profile Questionnaire which is followed by a discussion, a proposed asset allocation and the choice of funds. A review of the investment is undertaken regularly.
As we always aim at improving our work and process we have recently chosen to work with Morningstar an investment research firm that compiles and analyses fund, stock and general market data.
Morningstar is a respected and reliable source of independent investment analysis, as an independent firm ourselves we are happy to offer a reliable and unbiased service to our clients all along our investment process.