Investments
Our knowledge and experience over many years in the investment field has helped numerous clients achieve their aspirations. We’ll naturally take into account ESG & ethical considerations.
Be In Control
Of Your Future
We work on a risk based portfolio approach – this means we include a spread of assets, for example; cash, bonds and equities, appropriate to how much risk you are prepared to tolerate.
Our strategy aims to preserve and grow our client’s wealth over time in a sustainable way, meaning – designed for a medium to long term. By remaining disciplined over the medium and long term we’re confident your experience will be far more positive and investment more secure.
We offer advice on…
- Investments to provide growth and/or income
- Ethical & ESG investing
- Tax efficient investments
- Individual Savings accounts ISA’s
- Investment bonds
This approach is widely acknowledged as a good basis to deliver more positive outcomes more often. The core principles of our investment philosophy include:
- Preserve wealth – we focus on reducing the risk of loss as much as driving investment growth
- Grow capital – we aim to give you the best possible returns for a given level of risk
- Real returns – we aim to achieve positive return after the effects of inflation, tax and all fees
- Time importance – we invest for the long term, rather than trying to time the markets
- We’ll structure your investment in an efficient way – so that you don’t pay more tax than necessary
Your financial plan will be designed to put you in control of your future.
