Withdrawals from investment accounts may coincide with periods of low or negative investment performance, which can lead to circumstances where clients are forced to sell at inopportune times. We work hard to ensure that our clients are able to weather these periods, and encourage them to reach out if they feel they may need to withdraw funds sooner than expected.
Where neccessary, we seek to mitigate this risk by ensuring that a proportion of a clients' account is invested in less volatile securities (like fixed income instruments or money market funds) so that the neccessary funds are less exposed to market volatility.