The current situation caused by the coronavirus pandemic is unprecedented. It’s natural to be worried about what it means for you financially.

Stock markets around the world have experienced significant volatility, and you may have seen investment values fall sharply. You may also be worried about what the economic uncertainty means for you in the medium and long term. A second expert opinion can give you confidence in your financial plan and ensure you’re on the right track.

In the current circumstances, even the most patient investors may question the wisdom of the investment plan they’ve been following. At Sentient Wealth Management, we’ve seen a lot of turbulent markets come and go. And we certainly empathise with people who find the current environment troublesome and disturbing.

If you’re an existing client of Sentient Wealth Management, it’s still ‘business as usual’. We’re here to answer any questions you may have about your financial plan.

If you’re looking for a second opinion on your current investments and financial plan, we’re here to offer a helping hand too. Usually, we’d arrange a face-to-face meeting and offer you a coffee to go through everything. Given the current situation, we’re happy to arrange a video call (and promise to make you a coffee in the future!).

We will ask you to outline your financial goals and your investment portfolio aspirations. Then we will review the portfolio for, and with you. If we think your investments continue to be well-suited to your long-term goals, despite 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. And, if you like, we will recommend some alternatives.

There’s no obligation when you arrange an initial meeting with us. To get a second opinion, please call 01689 826112, email info@sentientwealth.com or use our contact form here.