How Conçerva Adds Value
At Conçerva we believe that there are seven key components in adding value.
- Spending Strategy – Helping you to devise a realistic spending strategy using lifetime cashflow modelling whilst maintaining maximum tax efficiency
- Tax Allowances – Using the most tax efficient vehicles is a key strategy in adding value
- Cost-effective Implementation – Every pound you pay in charges is a pound off your potential returns
- Behavioural Coaching – Helping you to avoid common behavioural pitfalls can substantially increase your chances of investment success
- Rebalancing – Keeping your portfolio on track over time adds real value
- Asset Allocation – This is often the most important driver of long-term performance
- Total Return vs Income – We can add value by advising how to attain income in a low-yield market