Our discretionary investment management service complements our financial planning advice, targeting a long-term return above inflation, according to your particular strategy.
Understanding your strategy is vitally important, but we don’t believe an investment manager’s responsibilities end there. Recent history has shown how important it is to also consider the prevailing investment climate, knowing when to take on risk, and when to hold back. We have a disciplined investment process, expressed through a traffic light system, to guide us, and ensure you clearly understand what we are thinking and why.
We have only one goal, to do the best we can for you. Hence, we are tied to no-one, ensuring we have access to all available funds when building your portfolio. Our aim is simply to provide the best performance at the lowest cost, and our approach blends passive and active investments to this end.