Investment Planning & Wealth Management

Our investment planning service aims to provide you with a well diversified, actively managed portfolio of investments, arranged through the most appropriate tax ‘wrappers’.

We have a clearly defined in-house investment process, which focuses on those investment funds and providers which have delivered consistently above average returns.

We assess a wide variety of factors in creating investment portfolios, ranging from your attitude to risk and your experience as an investor to the timescales involved, your specific objectives, and common sense asset allocation.  Over time, this disciplined approach should improve the prospects of achieving attractive results.

WHY US

We believe the following reasons help to explain why our clients choose to work with us rather than our competitors.

PROVEN SUCCESS

We are proud that the vast majority of our business comes from recommendations by existing clients and professional connections.

PERSONALISED SERVICE

We invest time in establishing strong client relationships built on trust, integrity and value. Whenever you need us we are always available.

TRULY INDEPENDENT ADVICE

We are not tied to any investment companies or product providers, and so we are able to remain completely objective and impartial in determining the most appropriate solution for you.

FLEXIBLE FEE STRUCTURE

Our costs can be collected by way of a fee or commission or a combination of the two and the decision is left completely up to you.