Investment Management

Diversification, balance, and a realistic assessment of the returns you may achieve

Successful investment management involves a measured approach to diversification, and balance to create the optimum portfolio to maximise returns while staying within your comfort zone on risk.

Our initial focus is always on you and what you want to achieve. We will talk to you about your financial objectives and goals in-depth and the timeline in which you would like to achieve them.

When we consider your investment needs we will assess your attitude to financial risk, and tolerance for loss. We will also complete a detailed fact find report gaining personal and financial information so we can work out our recommendations and advice. As Independent Financial Advisers, we are not blinkered or constrained in the investment choices we make with clients. This allows us to source the best options for you from across the whole market finding a solution that fits all your needs.

Balance to your investments

Typically, we use a wide range of assets to bring balance to most portfolios, including with-profits funds and structured investments – alongside conventional equity, bond and property funds. This proven strategy can help safeguard your money in volatile markets while enabling excellent growth in calmer times.

Our aim is to structure our clients’ investments to maximise tax and administrative efficiency. We have a reputation built on results and the significant value we bring to managing our client investment funds, negotiating exclusive terms with industry-leading investment platforms and reducing administration charges for you.

Our investment management service provides a lifelong commitment to you, backed up with regular reviews and the knowledge that we’re always here to help. As you grow older, your goals and objectives may change from seeking capital growth to securing additional income. We will help you manage these transitions, ensuring your investments continue to meet your ever-evolving needs. And we can identify any surplus income and assets that can be used to help future generations in the most tax-efficient way.

A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Looking for specialist financial help?
We provide you with a clear structure of bespoke solutions and financial advice designed to meet your needs and goals. Call us today on 01403 268 562 or email us at