Ian Poulter

"Conforto provides me with the specialised, flexible, financial advice that I need, allowing me to focus on what I do best, playing golf."
conforto newsletter

Ratio 3
News & views from your financial management provider.


2008 was a year that will stick in the memories of many people; a year when credit crunched, markets plummeted and the banking sector in particular, bore the brunt of scathing market commentary. There is an apt American phrase that ‘even pigs can fly in hurricanes’ and when investment markets are bullish it can be relatively easy as an adviser to deliver returns and take the plaudits. The reality is that times of adversity is when top advisers really earn their corn and if ever there was a time for ‘good advice’ it is now. For the past twelve months, my team at Conforto have been focused largely on wealth preservation and positioning clients’ portfolios to take full advantage of the up-turn, when it inevitably materialises.
Ratio 3 - in this issue:

Unprecedented times call for drastic actions - globally!

Equity & Bond markets fall, Conforto recommends cautious investing

Completed - the acquisition of two successful businesses

Conforto - ‘a time to protect and preserve our clients portfolios’





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Hertfordshire
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