Tailored Ongoing Property Advice


THE CONCEPT

 

Considering an investment in Real Estate in order to build your personal asset base is a sound financial strategy. However, the real strength in Real Estate investment lies in having a diverse portfolio mix among several developments, cities and price points. 

 

In order to help our clients, achieve this goal, we have developed a regular investment service – TOPA – that can help you plan, invest and manage your portfolio with a sustainable approach.

 

PROCESS

 

PORTFOLIO DESIGN

London Belgravia Real Estate helps you design a target property portfolio size to achieve your financial goals

 

SAVINGS PROFILE

We then agree with you a realistic regular savings plan to realise your tailored portfolio goals

 

INVESTMENT POT

London Belgravia Real Estate then coordinate with your wealth manager to hold these regular savings in a market-leading secure bond

 

POT UTILISATION

Once the investment pot has reached a level that has been pre-agreed by you, the client, your wealth manager will notify London Belgravia Real Estate that the pot is ready to be invested

 

TOPA REVIEW

We then review your TOPA goals with you and reassess the Real Estate opportunities available to select the investment that is mostsuitable

 

INVESTMENT

Once all parties have agreed on an investment opportunity, London Belgravia Real Estate will request your permission to liaise with your wealth manager to release your funds from your secure bond an invest in your chosen property

 

REPEAT

We then begin the process again, filling your investment pot with regular savings and utilising this pot once it has reached thepre-agreed level

 

ANNUAL PORTFOLIO REVIEW

We strongly recommend that you combine the above TOPA strategy with an annual portfolio review. Through this process we will comprehensively analyse your existing property investments, your original financial goals and the current property market. Through this we will help you alter your investment goals to best take advantage of your evolving position within the market