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  • Independent Financial Adviser in Barnstaple
  • Independent Financial Adviser in South Devon
  • Chartered Financial Planner
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  • Pensions adviser in Devon
  • Financial Planner

Brian McLean IFA

06 - Feb - 2012

Chartered Financial Planner and Independent Financial Adviser

Investment Portfolio construction

Investment Portfolio Construction

Investment Portfolio Construction

Using the latest technology and risk profiling methods, we can match your stated risk tolerance with the appropriate investment fund choices and asset allocation to ensure appropriate investment portfolio construction. A diversified investment portfolio can now be managed easily and effectively within one administrative arrangement which makes for easier administration and better access to portfolio information/valuations. Developments in technology have lead to more efficient inevstment processes and online access to portfolio valuations is now a standard feature of many of the modern investment solutions.

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  • This website is designed to provide you with general information and does not attempt to give advice or to recommend any particular investment to you. Brian McLean can not be held responsible for the accuracy of contents/information contained within any linked sites accessible from this website, nor for the way these sites may hold information about you, nor can we be responsible or held liable for any direct or indirect loss however caused by your use of these linked sites
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