Investments

Our investment methodology has been designed to be comprehensive and completely bespoke, meaning that you get the most appropriate investment solution for your needs; every time.

Many companies simply pick a fund range, or throw a dart at the financial papers. We are different.

What is the ‘right’ risk?

We  will spend as much time as you need, discussing your overall risk profile, your needs and circumstances and what you need to do to achieve your goals.

Then we use this information to tailor our advice to make sure that your goals and aspirations have a realistic chance of being achieved.

Investment Committee

Our investment committee meets quarterly. They discuss how we should approach our client’s portfolios for the coming quarter, which funds are likely to perform as we would expect.  They also debate the global macro, and local micro themes behind where economies and markets are potentially headed.

The results of this meeting are then used to influence our process for the coming quarter and we pro-actively update our clients where relevant and where necessary.

Tax-Planning

Not everyone likes paying tax and part of our on-going service is to offer a tax planning service, whereby we will routinely provide tax planning advice and annual tax statements to ensure that your investments are as tax efficient as possible.

If you are approaching, or are even in retirement, having your money working for you without having to spend hours on the telephone with HMRC every year is an absolute blessing, and our clients really appreciate this.

Whole of Market

We mean whole of market when we say it. Our investment committee researches over 50,000 different investment options, from global equity trackers to UCIS trading in peanuts.

Keep it simple

We keep it simple. Our clients get a simple solution to their problem. We are here to remove the hassle and the stress out of your investments, all of this goes on behind the scenes. When your adviser comes to meet you, they will provide plain English answers and plain English solutions to help achieve your goals.