Investment Management
 

Investment Management

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.

 

I feel my investments will do better with Connor Broadley than they would with anyone else or with me trying to do it myself. I have utter confidence and trust in them.

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.

 
 

As a client, you will have a dedicated investment manager. Not a relationship manager, but a key member of the investment team making the decisions, providing first-hand insight into our thinking. You will also have a named account manager to help with day to day administration. This is because we believe that all our clients, irrespective of size, should benefit from the best we offer.

 
 Investment Management

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