Our Approach

Understanding your needs

We offer our clients individual attention and individual advice based on a thorough understanding of your needs and objectives. This takes time and experience and in many cases we deal with several generations of the same family. We aim to establish long term relationships with our clients and believe that this enables us to give better advice.

It is important that any investments made are consistent with your objectives and attitude to risk. By taking the time to understand your needs we can create a portfolio that fits your investment timescales for income, capital growth or sensitivity to market movements.

Building an appropriate investment portfolio

When we have taken our clients’ individual circumstances into consideration we construct bespoke portfolios including some or all of the following:

•    Cash
•    Fixed Interest
•    Property
•    UK & International equity funds
•    Alternative investments.

Managing performance and making changes

Having selected a spread of suitable investments and fund managers we will continue to monitor their performance. By virtue of the funds we have under management we can generally gain direct access to senior fund managers and have private meetings with them.

We will keep in regular contact with you to ensure your portfolio evolves to suit changing investment conditions and your personal circumstances.