When the markets turn as volatile and confusing as they have been over the past year, even the most patient investors may come to question the wisdom of the investment plan they have been following.
At Pearson Jones we have seen a lot of difficult markets come and go since we began in 1972. We can certainly empathise with people who find the current environment troublesome and disturbing. We would like to help, if we can, and to that end, here is what we offer:
A cup of coffee and a second opinion.
By appointment, you are welcome to come in and sit with us for a while for an initial meeting which will be free of charge. We will ask you to outline your financial goals – what your investment and/or pension portfolio is intended to do for you. We will then review the portfolio for and with you. The basis of any future remuneration will be established and agreed at that meeting.
If we think your investments continue to be well suited to your long term goals – in spite of the current market turmoil – we will gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we will explain why, in plain English. If you like, we will recommend some alternatives. Either way the coffee is on us!
Tim Johnson
Managing Director
02 April 2009