Investment Risk Management

Investment Risk Management

Successful investing takes time, dedication, and expertise. When constructing portfolios for our clients, we have one objective in mind: long-term performance within suitable risk tolerance. Our partnership with our clients is based on trust and a good understanding of their individual appetites for risk and reward. We take the time to understand your specific circumstances so that we can take charge of the day-to-day decisions that will maximise your portfolio’s potential.


Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get back the original investment amount.

How We Can Help

Every time you make a decision, whether it’s an investment or in everyday life, there is usually an element of risk involved. When you understand the risks, you can start to manage and minimise them. That’s where we come in. We provide long-term investment management solutions and advice that are built around what matters most to our clients. We find the best investment opportunities across a broad range of asset classes and products and help you to build a balanced and sustainable portfolio. 

Bespoke Investment Management Services

At Alextra Wealth Management, we recognise that every client will have different needs. We offer a bespoke investment management service that is aligned with your financial circumstances, risk appetite, and your vision for the future. We’ll begin with a review of your current portfolio, or if you are just getting started, guide you through your first investment. We’ll recommend investment opportunities that help you to grow and maximise your wealth and give you peace of mind that your portfolio is being expertly managed.

Your Portfolio, Our Expertise

When you become a client, we’ll take care of everything. From helping you to make decisions on where to invest to reviewing your portfolio’s performance on a regular basis, we take a proactive approach to managing and growing your wealth. Most of all, we never forget it is your money. We take great care with your portfolio, keeping you informed of progress and helping you to navigate and mitigate any potential risks that may arise from market fluctuations or other external factors.

A Holistic Approach

Our holistic approach and range of wealth management services mean you’ll only ever need to work with one firm to manage your money. From proactively anticipating your needs and identifying new opportunities to consolidating your investments, we’ll always aim to deliver the best outcomes. We’ll also help you to protect your wealth with tax planning and protection cover advice that makes the most of your money, both now and for future generations.

Ready To Get Started?

Whether you are looking to grow your portfolio, or get started in the world of investing, our advisers are on hand to help you every step of the way. Let us create an investment strategy that is individual to you. Speak to us today to arrange a free discovery meeting.



Personal Finance

Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.

Business Financial

Together with our colleagues at Alextra Accountants, we can formulate a strategy for protecting and growing your business.

Wealth Creation
and Protection

We’re experts in wealth creation, management, and protection and will make your money work hard for you.

Pensions & Retirement

Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.

Investment Planning &
Risk Management

We’ll help you to get the balance between investment planning and risk management just right.

Tax Planning

Our taxation experts will help to ensure your money is working its hardest and that the tax you pay is fair.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire CW1 6EA Alextra Wealth Management Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Alextra Wealth Management Limited is entered on the FCA register ( under reference number 808586.