Is your portfolio chasing your vision . . .
It’s not enough just to own investment property, you need to have a plan to ensure your portfolio is working to help you achieve your goals.
Building a portfolio isn’t something that happens overnight, it may seem daunting at first but with the help of your Portfolio Manager it will become easier.
Your portfolio manager is a property expert who will oversee its growth from the very beginning. They will sit down with you, asses your progress and help you map out a plan tailored to what you want to get out of your portfolio. This is what we call a Portfolio Review Meeting.
When you first start out you might meet once a month but as you and your property portfolio develop, it may be every six months. The important thing is that you have the support you need whenever you feel you need it. Your portfolio manager may even request a review even if you don’t think you need it – it’s a two way working relationship.
With each review you’ll come away with a step-by-step plan. This will give you a roadwork for the future and ensure your on track to follow your property investment strategy.
If you’d like to book a portfolio review meeting or learn more call the team on +44 (0)207 923 6100.
Live with passion,