One on One Support

Personalised Guidance for Your Unique Financial Journey

At Derwent Investments, we believe in the power of personal connection and individualised support. Our One-on-One Support service is designed to provide you with personalised financial guidance, tailored to your unique circumstances, goals, and aspirations.

Our Commitment to Personalised Support:

  1. Dedicated Financial Advisors: Each client is paired with a dedicated financial advisor who takes the time to understand your financial situation, life goals, and investment preferences. This personal approach ensures that the advice and solutions we provide are aligned with your specific needs.

  2. Customised Financial Planning: We recognise that every financial journey is unique. Our advisors work closely with you to develop customised financial plans that address your specific objectives, whether it's retirement planning, wealth accumulation, risk management, or estate planning.

  3. Ongoing Relationship and Review: Financial planning is not a one-time event but an ongoing process. We regularly review your financial plan, track the progress of your investments, and make adjustments as needed to reflect changes in your life circumstances or in the market.

  4. Accessible and Responsive Service: We pride ourselves on being accessible and responsive. You can reach out to your advisor at any time with questions, concerns, or updates about your financial situation.

Why Choose Derwent Investments for One-on-One Support?
  • Personalised Attention: We focus on building strong, long-term relationships with our clients, offering a level of attention and care that goes beyond the norm.
  • Expertise and Experience: Our team of advisors brings a wealth of knowledge and experience in various aspects of financial planning and investment management.
  • Holistic Approach: We look at the big picture of your financial life, ensuring that every piece of advice we give fits into an integrated financial strategy.
  • Commitment to Your Success: Your financial success and well-being are our top priorities. We are committed to guiding you through every stage of your financial journey.
Experience the Difference of Personalised Support:

Whether you are just starting to build your wealth, navigating complex financial decisions, or looking to preserve and grow your existing assets, our One-on-One Support service is here to guide you every step of the way.

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    Privacy Policy for Derwent Investments

    1. Introduction: Derwent Investments is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

    2. Information Collection: We collect information that you provide directly to us, including but not limited to:

    • Personal identification information: Name, email address, telephone number, etc.
    • Financial information: Investment preferences, risk tolerance, financial goals, etc.

    We also collect information automatically as you navigate through the site, such as IP address, browser type, and usage data.

    3. Use of Information: The information we collect may be used for the following purposes:

    • To provide and improve our services.
    • To communicate with you about your account or our services.
    • To comply with legal obligations.
    • For other purposes with your consent.

    4. Information Sharing: Derwent Investments does not sell, rent, or lease its customer lists to third parties. We may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Derwent Investments, and they are required to maintain the confidentiality of your information.

    5. Data Security: We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure.

    6. Your Rights: You have the right to access, correct, or delete your personal data. You can also object to or restrict the processing of your data.

    7. Changes to this Policy: Derwent Investments will occasionally update this Privacy Policy to reflect company and customer feedback. We encourage you to periodically review this Policy to be informed of how Derwent Investments is protecting your information.

    8. Contact Information: Derwent Investments welcomes your questions or comments regarding this Privacy Policy. Please contact us at +65 3165 4267 or email us at info@derwentinv.com.

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