Investments

At Kidd & Co we try to make a clear distinction between those clients who wish to accumulate capital for specific purposes such as retirement, special purchases, childrens’ education long term care - and many other possible reasons - and those who need to manage existing established capital.

Whatever the case Kidd & Co will ensure they fully understand the client’s objectives, their family circumstances, their attitudes to risk, their tolerance to loss and the affordability of what they wish to do. Factors such as age, tax status, dependents and other priorities will determine the extent to which available capital or income can be committed and the extent to which risk of loss or temporary volatility can be tolerated.

Once these essential facts have been discussed and agreed our advisers use the research and performance facilities available to Kidd & Co. - as a fully independent firm - to develop unique proposals for each client. Progress is monitored and reviewed at regular meetings and supported with valuation statements and performance comparisons.