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 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.
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 to 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.