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Portfolio Creation

One of the most important services that Regency Investment Services provide is to help our clients to save both up to and beyond retirement. Initially, we help you assess your attitude to risk through the spectrum from Cautious to Speculative. 

  • Risk can be reduced within your portfolio by investing in a range of different types of assets. For example, Cash, Gilts & Fixed Interest, Corporate Bonds, Commercial Property and Equities. 
  • Each different type of asset tends to perform well in certain market conditions and broadening the portfolio's exposure across a range of asset classes means that the fluctuations caused by most economic and financial events can be smoothed out.
  • Risk can be further diversified by investing over a number of geographical areas (such as UK, Europe, North America, Far East, etc), and utilising the skills of different fund managers.


A typical balanced portfolio

Approximately 70% of overall assets would be invested in equities although this may fluctuate between 55% and 85% over the investable period, typically a minimun of 7 years.


Get in touch

Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775).

Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Oak House, Hirzel Street, St Peter Port, Guernsey GY1 3RH.

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