What we do


Many clients come to us seeking bespoke investment advice. They range from experienced investors looking for an assessment of their existing strategy to those new to investing and looking for guidance in an area that can often appear complex.

As independent investment advisers we have access to products from across the whole market, as well as the best research tools, which means we can recommend an approach based on what’s right for you.

Do you need investment advice?

Many different types of people look to invest their money, with online outlets making investments easier than ever. The common theme is that people are looking to make their assets grow over time. Investment can help with future planning and provide a safety net for later life, however any level of investment comes with its own risks depending on the type and level of investment.

When it comes to your money you want to be sure. Looking for investment advice is a sensible step before you take the plunge into investing your money, and having experienced investment advisors to guide you through the process can provide you with peace of mind.

Balancing risk and reward is an important area to consider. Our investment advisers are qualified to assist with this. When it comes to investing there is something to suit all budgets, centred around what you want to achieve.

It can be difficult to enter the world of investing yourself, and keeping track of your money and investments can be time consuming. If you don’t know what you are looking for, you could overlook something important. As independent investment advisors we can cover a wide range of the market and give you the best investment advice for your situation.

Tailored investment advice for your needs

Firstly, we find out what you’re hoping to achieve with your money and over what timescale you’re looking to invest. We’ll also chat about how much risk you’re prepared to take and use our innovative risk profiling process to help firmly establish the most appropriate level of risk for you.

Then we design an investment strategy that suits your particular needs. As well as selecting the appropriate level of risk we also choose the most appropriate products to ensure your investments are as tax efficient as we can make them. This may involve one or more of pensions, ISAs, investment accounts, investment bonds and structured products, each designed to meet a certain objective.

We then provide ongoing investment advice whereby we manage your portfolio in line with the chosen strategy and report to you regularly on its progress.

What to think about before seeking investment advice

Are you planning for a particular event?

If you are saving up for a big life event such as retirement, purchasing a house or paying for a wedding then you will probably have an idea of the amount you want to get out of your investments. Looking at your current financial situation and seeing where you can save money to invest will give you a good idea of how feasible this can be.

How long do you want to invest your money for?

Having a timeframe in mind for your investments will give a clearer idea of the types of investment products and risk levels that might be appropriate for your needs.

How much do you have to invest?

The most important factor before seeking investment advice is to have a good grip on your finances. Only invest what you are comfortable with, and make sure that any debts or outgoings you may have are accounted for.

Types of investment products
Some of the most common types of investment products include:

  • Stocks
  • Bonds
  • Mutual Funds
  • Index Funds
  • Exchange Traded Funds

Some of these products will be more suitable for your situation than others, and designing an investment strategy that covers multiple products could help you to make the most of your investment. Your consultation with our investment advisors will help you to understand the advantages of each option, and how they work.

The level of risk involved with your investments

All investments come with some level of risk, some are relatively low and others are relatively large. The different levels of risk reflect different investment types that are available.

It is important to keep in mind the level of risk that you will be investing into, as capital is at risk. Depending on your timeframe and what goals you want to achieve, we can advise you on the different levels of risk for your investment and what it can mean for your options.

Managing your portfolio and reporting on your investments

Providing ongoing reports and updates on your investment portfolio gives you the peace of mind that your money is performing. We report on your investments clearly and regularly so you know what is happening. Clear and transparent communication is key for you when it comes to your money.

Other types of financial advice and services

If investment doesn’t sound right for you, or you are looking for other financial advice or services, we can help.

Take a look at our range of other financial services:

If investment sounds right for you, contact us today to arrange a consultation with our team of investment advisers and discuss your financial options.

Get in touch

We’d love to hear from you. Contact us via the below or complete the form and one of our friendly team will be in touch.


Oakworth House, 45 Newgate, Pontefract, West Yorkshire, WF8 1NB.




0800 018 6020

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