Investment Portfolio Management

DTE Financial Planning utilise some of the best analytical tools in the marketplace to ensure that, through effective tax planning and investment strategies, our clients’ savings are made to work as hard as possible.

We have developed a robust investment process that is both quantifiable and repeatable. Every three months, we update our Asset Allocation splits and screen all the funds available in the UK – after rigorous filtering, we then select the strongest funds in each sector and use these as the basis for our stock selection. However, equally as important is ensuring that you use the most suitable tax wrappers (e.g .ISA, Pension or Investment Bond) so your money is managed in the most tax-efficient way.

Our process is constantly monitored and allows us to tailor our service exactly to your needs. It also allows us to quickly identify those clients whose portfolios need adjusting if there is a significant occurrence, such as a fund manager leaving.

In summary, DTE Financial Planning will help you to identify your values, your priorities, your dreams and your life goals. And only when these are clear can we and you make informed financial decisions that contribute to the achievement of your goals.

You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

DTE Financial Planning is the trading name of DTE Risk & Financial Management Limited (registered in England number 01967512) which is Authorised & Regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate tax advice.