In order to provide comprehensive wealth management advice, our financial advisors offer a full range of financial planning solutions incorporating taxation ,investment risk, access, growth and income and blending these factors into an overall strategy.
We specialise in providing bespoke solutions such that your asset allocation is designed for your personal circumstances. The investment strategy is created in-house and is not delegated to a third party. Investment returns are thus primarily driven by the decisions taken within this company and our Testimonials are evidence of our success.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income, growth, your retirement or that rainy day we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.
Many companies encourage clients to invest money solely in accordance with the duration of the investment and their risk profile. However, this does not take into account the fact that asset classes and their associated risk and performance alter according to the prevailing economic conditions. Hence in a strong economy property and shares perform well (as long as they are not purchased at too high a level) and tend to struggle in a deep recession. Similarly cash is king at times of uncertainty. Fixed Interest investments (Gilts, Index linked Gilts and Corporate Bonds) are favoured when interest rates are low, but are toxic when interest rates are forecast to rise.
Asset allocation (i.e. determining whether to hold shares, cash, property or fixed interest) is responsible for 93% of investment performance. Our Wealth Management Services specialise in making these critical changes in asset allocation on an ongoing basis whilst keeping you fully engaged in the process.