At MAC Financial we take care to ensure that your investment portfolio matches your real-world risk/reward profile and we undertake thorough research into the underlying investments on an ongoing basis. This is managed by our in-house Investment Analyst, Mr Glyn Williams IMC.
The core investment service we offer is delivered through a series of model portfolios, which suit a broad number of clients’ investment needs.
These portfolios enable solid core investment principles to be applied across all client profiles. These can still enable bespoke portfolios to be created to reflect an individual client’s personal wishes.
The net outcome is that you will not need to take unexpected, last minute action to keep your portfolio on track. If any activity is required you will already know what you are going to do before it happens. We aim to deliver this and thus provide you with the reassurance you came to us for in the first place.
Glyn has over 25 years interviewing fund managers and has a comprehensive lateral knowledge of Fund Managers, Unit Trusts/OEICS, all types of:-
He has written articles for Pensions Management, Professional Pension and Financial Adviser and has had a regular column in Schmidt Report (a tax journal). Glyn has devised many new investment packages & procedures, one of which received LSE approval. His extensive track record boasts the successful running of two top performing unfettered broker funds.