Investments

A core function of our business is to advise our clients on accumulating and investing capital which may be required for a variety of purposes throughout life.
We help our clients to understand the issues which need to be considered and the criteria to be applied in determining how their investment portfolios should be structured to suit their individual needs and attitudes to risk. Before recommending any specific investment product, we agree on the overall approach, factoring in the following issues:

• Security and access,
• Investment timescale,
• Attitude to risk,
• Taxation,
• Asset Allocation .

Importantly, our reputation is based not only on helping clients to construct their initial portfolios but on providing a source of ongoing advice to ensure that our clients' financial arrangements remain appropriate to their changing lifestyles and financial requirements.

5 Somerset Place
Glasgow G3 7JT
TEL: 0141 353 2124
FAX: 0141 353 2165
info@clarkgillone.co.uk

11B Gladstone Place
Stirling FK8 2NN
TEL: 01786 479794
FAX: 01786 479365
stirling@clarkgillone.co.uk