Our approachUnlike many investment firms, we do not use computer models to make
investment choices. We believe that good investment decisions are made by thoughtful, experienced individuals working closely with you.
We place great importance on the overall mix of asset classes in portfolios and
believe that getting this mix right and monitoring it will achieve the highest returns
while managing risk through diversity. We spend more time on this issue than
chasing the best performing fund managers. Research has proven that this
approach is much more effective.
We also focus on when and how best to take funds and income out of your pensions and investment portfolio. Getting this bit right can add huge value. We need to consider the overall economic situation, your own circumstances and plans and of course tax and investment issues. This is all part of the ongoing financial planning service.