Whilst more and more advice propositions are focusing on cashflow planning and lifestyle financial planning, an investment strategy will still likely form a crucial part of the client’s plan. Having an investment philosophy provides a compass and set of principles which the adviser firm and its clients can refer to throughout the investment journey. As Warren Buffet says, “Risk comes from not knowing what you are doing”. It will help keep everyone focused on the process and less focused on the inevitable short-term noise.

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