OUR SERVICES

Advice for all. From Individuals and Trustees, to Charities and Businesses.

Investments

Our Investment process is built on reliable research, sound due diligence, ongoing monitoring, investment preferences and risk questioning to give you peace of mind, security and the right outcome

Emotional reactions can deviate from good investing practice. We can help you stick to the main principles of putting wealth to work, diversification, ensuring sufficient liquidity and rebalancing the portfolio to stay within your risk parameters.

We believe it is imperative to consider an appropriate mix of investments. By including asset categories with investment returns that move up and down under different market conditions within a portfolio, an investor can help protect against significant losses. Historically, the returns of the three major asset categories – stocks, bonds, and cash – have not moved up and down at the same time.  Market conditions that cause one asset category to do well often cause another asset category to have average or poor returns.  By investing in more than one asset category, you’ll reduce the risk that you’ll lose money and your portfolio’s overall investment returns will have a smoother ride.  If one asset category’s investment return falls, you’ll be in a position to counteract your losses in that asset category with better investment returns in another asset category.

In addition, asset allocation is important because it has major impact on whether you will meet your financial goal. If you don’t include enough risk in your portfolio, your investments may not earn a large enough return to meet your goal.

We can help provide investment solutions that provide appropriate diversification to meet your risk appetite and also take account of your views on ethical and socially responsible investments.

Reviews

  • financial security and peace of mind

  • meeting your financial objectives

  • investing within your risk profile

  • building trust with our advisers and support staff

  • improving your financial understanding

  • passing wealth on to future generations

  • creating and maintaining your desired lifestyle

  • investing tax efficiently

  • liaising with your Solicitor or Accountant

  • viewing assets in one place through your client portal

Working with Professionals

As our advice is holistic, it means we understand the importance of making a will and lasting powers of attorney, creating shareholder/partnership agreements, advising trustees on tax planning and investments and other legal necessities.

We also understand the importance of providing Accountants with information such as earned income, dividends, interest, investment income, trust income, realised capital gains, etc, whether this be required to complete a personal tax return, company return or trust/estate return.

Because we understand the work of each profession, we can work closely with you in providing them with this information and this is why we have created a professional portal for the legal and accountancy professions to receive essential documents and information required to do their job.

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