Investment Planning

As independent financial advisers, any investment strategy we advise to our clients is tailored to their individual needs. This may mean a simple managed strategy, or a complex and diversified portfolio, which would be reviewed daily.

At the heart of this decision is the attitude to risk you feel you have and the capacity for loss we assess you as having. We combine these with an assessment of your experience and expertise to ensure that what we advise you to invest in is, not only appropriate for your goals and ambitions, but is a precise fit for your needs.

Responsible investing is very important to us too, as we want to be buying sustainable businesses that will provide you returns for decades into the future. We don’t want to be moving assets around all the time, chasing a quick buck, and we firmly believe in continuous improvement, in this circumstance, meaning that we believe in getting rich slowly.

Typical low to medium risk Portfolio

  • UK Equities
  • Global Equities
  • Fixed Interest
  • Commercial Property
  • Money Markets and Cash
  • Alternative Assets

Whatever your risk appetite, your experience, and your level of wealth, we can find a solution that is appropriate for you.

Being independent we can go anywhere and advise anything to suit your needs and your needs alone. We have no conflicts of interest, and are not owned by any group or influenced by any outside provider.

Ultimately, by becoming a client, we will ensure that your portfolio is tailored to your needs, and is well diversified and in thousands, if not tens of thousands of underlying securities, meaning the only way you can really lose money is if you sell out in a recession or the entire global economic system ceased to have any value.

The value of your investment can go down as well as up and you may not get back the full amount invested.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The purpose of this graph is to provide technical and generic guidance and should not be interpreted as a personal recommendation or advice.