If you're investing for your family, is it best to go with one company or lots?

16 Feb, 2022

Question by Rose

Answered by Bodie Dove

Hi Rose

There are a number of reasons why it is advantageous to hold the investments with one company, including:

* Administration
* Costs and Charges
* Selection of Funds
* Selection of Funds Managers
* Advice and 1-2-1 service

Holding the investments on one platform provides you with access to multiple investment options including ISA's, Bonds, Pensions etc and you can access multiple funds and fund managers to ensure that your investments are well diversified. Also if the investment accounts are split, you will still benefit from the standard investment protection. Finally by working with one company you may also benefit from a 1-2-1 relationship with an adviser that will support and guide you, helping you to make the best investment decisions for you and your family.

I hope that this helps, please don't hesitate to contact me if you require further assistance.

bodie.dove@sjpp.co.uk

Answered by

Bodie Dove

Chartered Financial Planner

I’ve always enjoyed problem solving and I take a personal approach to finding solutions that provide a genuine, positive change to my clients. I am passionate about attaining the best approach to help each client understand and then take control of their finances so that they can create a plan to fund their future goals. I like to think of myself as the satnav helping them to get from point A to Z on their financial journey.

The Financial services industry is a very daunting area for a lot of people and it’s my job as an adviser to tailor my advice and make it easy to understand for every client. I also currently run financial education workshops in local schools to help the next generation to better understand financial matters and breakdown some of the jargon.

Outside of work, my life revolves around my wife and daughters, whether it’s doing the school run, paddle boarding or joining in with their taekwondo lessons I love being a hands on dad.

Lester Brunt Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products.

Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd.

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