I think I have been lucky to have got this far without making any major investment mistakes but staying on top of everything including working at the pace I am was starting to give me a niggle. I know my own finances actually needed more of my time which I just didn’t have to give but I knew that sorting it was important. I wanted to work with someone who actually knew more than me on the investment side of the house and could help me with my thought process. Acuvest’s AdvisorPro service was perfect.
They were able to integrate with my existing provider relationships. Over time the additional thinking and organisation they brought has helped optimise my decision making while also keeping things appropriately simple. Having set the overall direction of travel, it’s great to share the rudder for now. Not having to worry about all the detail has also given me more time to do the things that are important to me.
An AdvisorPro client
