Available Online

Building your ETF portfolio

We will help build your long-term ETF portfolio from the ground up.

  • 30 minutes
  • 20 British pounds

Service Description

Holistic review - Already investing? We'll look at how diversified your investments are, what your risk exposure is and suggest how you can reduce risk. Not investing yet? We'll help you from the very start. Goal setting - We'll help you set goals that are meaningful. And make a plan to get there. Diagnose your fees - It's difficult to know just what you're being charged. We'll help you figure out what your expense ratio is and how to get it down. Lower your taxes - We'll make sure your investments are structured to minimise your annual tax bill now and in the future.

Contact Details

  • Location 1

    jeremyluzinda@gmail.com