Our Investment Approach
We plan, advise and manage investments for our clients. Our service is both personal and distinctive.
One of the key features that makes us so special is the way in which we relate the investment strategy to the individual needs of each client. We help them clarify their longer-term aims and objectives – often they tell us it’s the first time that they have ever thought carefully about their personal goals.
A suitable portfolio is constructed taking into account financial planning goals; personal plans and expectations; tax position; attitude to risk and loss; realistic market projections and market volatility. Suitable existing arrangements are preserved and integrated to design the appropriate allocation of assets.
Clients’ ethical preferences and attitudes to environmental issues have become a speciality of the practice and will form the core design feature of a portfolio, when requested.
The unique quality of our approach is the exhaustive research that is completed for each client on every occasion using independent research software and specialist knowledge.
Many clients feel confused by the amount and complexity of paper they receive relating to their financial products. We will help to reduce and monitor this and where appropriate use wrap or supermarket services to pull together your holdings into one simple administrative holding.
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.
No investment decision should be taken based on the content of this site. Always take full individual advice first.
The regulations governing tax rates and investments may change in the future.
Investment Process