What makes us different?
- We operate a unique investment strategy based on active asset class allocation tracked 24 hours a day, 7 days a week.
- Despite the economic downturn of 2008 to 2009 our low risk wealth management clients, who followed our investment strategy, did not make a loss on their investment portfolios in any one calendar year.
- Within the financial advice arena, approximately one third of wealth management clients have changed their advisers since the start of 2008. To date, we have not lost a single private client, other than due to relocation abroad.
- In 2002, only 21% of IFAs ran their business without an overdraft. We have never had an overdraft.
- All of our support staff either have, or are studying to attain, financial qualifications.
- Our consultants have a combined service within the financial services industry of over 130 years.
- We are passionate about what we do.