Wealth and portfolio management
Independent advice and access to the entire financial market – Your financial portfolio is carefully managed by experienced professionals…
Don’t put all your eggs in one basket
Your Risk Profile is the model we will use to determine which investments we recommend for you and the underlying asset allocation. We have a panel of investments selected using a very stringent process so only the best make the grade.
Support for those who like to go it alone
We know that many of our clients are independent spirits; and there is a huge amount of information out there on the Internet. It takes time, experience and judgement to make the best use of it, but if you do enjoy looking after your own portfolio management, we can be here to support you and provide a second opinion or sounding board anytime you are wondering about a particular investment.
We never dance to anyone else's tune
Our independent status is something we take very seriously. This means we continually study all the financial products on the market, without being tied to recommending only certain providers. You are unlikely to get this independence by going to your bank or building society for investment advice.
Once the investment fund has been selected we look for a provider who offers both the tax wrapper and funds at the most competitive cost. Any provider we consider is subject to extensive due diligence - indeed we employ a fulltime researcher whose role is to do just this.
Start planning your financial future now...
Call us on: 01539 725855