INVESTMENT MANAGEMENT

TAILORING INVESTMENTS TO MEET YOUR OBJECTIVES

How we can help

Selecting and monitoring the right mix of investments may involve more time than you are willing or able to devote, or you may simply prefer to entrust the management of your wealth to a professional.

Your personal circumstances are unique, so we tailor our investment advice accordingly. Our solutions and advice are always designed with your goals in mind – whether that’s growing capital, generating income or planning for the next generation.

Importantly, we advise clients on investing through a wide range of accounts and tax wrappers, such as ISAs, Pensions and General Investment Accounts. You can invest a lump sum, fund an investment on a regular monthly basis, or simply have an expert review of your existing holdings.

Our Investment Services

We advise individuals and families on investing through a wide range of accounts and tax wrappers, such as ISAs, Pensions and General Investment Accounts. We also advise trustees, charities and companies.

  1. Lump Sum Investments

    Whether it be a pension lump sum, receipt of inheritance or cash on deposit that’s earning a minimal return, we can help you develop an appropriate strategy.

  1. Monthly Investments

    Regular investing is a great way to build an investment portfolio over time. It helps remove the emotion out of investing because you don’t have to worry about market timing. When the market rises your regular payment will buy fewer units, but when the market dips you will buy more units. This smoothing process is known as 'pound-cost averaging.'

  1. Review of Existing Investments

    Your investment plans might benefit from careful examination if you have lost confidence in your existing adviser, or if you have simply lost contact with them. If your holdings have not been reviewed in some time then you might benefit from our Investments Review Service. Contact us for further information.

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Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.