Our Investment Experience
We are justifiably proud of our investment track record and will help you create and maintain the right investment strategy to achieve your financial goals.
Whether you are new to investments or want to re evaluate your portfolio, we can help you.
You can choose from one-off advice or ongoing investment support for you and for your whole family.
Establishing your attitude to Risk
A crucial area of discussion relates to your comprehension and attitude towards of risk, which is supported by an initial questionnaire and assessment. Your Financial Adviser will qualify the results of this assessment in detail by discussing your willingness to accept investment risk and your ability to withstand periods of market adversity and volatility.
When building portfolios we consider all the economic and technical market conditions that influence our exposures to the main asset classes of equities, bonds, property and cash. We benchmark our portfolios against the Investment Association Mixed Investment Sectors for asset allocation and for risk management.
We use a tactical approach as this allows us the flexibility to allocate to the assets, sectors and funds that we believe will provide the most effective risk adjusted returns for you in the longer tr.
Regular UK Investment and Market Update Webinars
We believe that giving you access to the in-house Investment team is a key part of offering you the best investment service, and after each Quarterly Investment Committee meeting we host webinars that all clients are welcome to attend. We cover both generic market updates and portfolio changes as well as specific themed topics including Socially Responsible Investing, income investing, market volatility etc. As well as being able to submit questions in advance of the webinars, clients are welcome to discuss all investment related queries with the team at the end of the webinars.
Whatever your UK investment experience, our teams are here to help and support you on your investment journey