Investments & Asset Management2018-11-30T12:08:11+00:00

OUR INVESTMENTS ETHOS:
YOUR MONEY. YOUR GOALS. YOUR PORTFOLIO

We do not believe in a one-size-fits-all approach. The key to your long-term investment success is to hold a diverse portfolio of investments which have been carefully hand picked with your personal requirements in mind. The single most important aspect when investing your money is ensuring that your portfolio is suitable for you based on your appetite for risk.

Our investment and asset management criteria

We are very strict when it comes to deciding which investments will form part of your portfolio. There’s a debate in the world of professional investors about the merits of using actively managed funds versus passive investments, such as index trackers. We can see the benefits of both.

We use a blend of active managed and passive funds to keep your charges to a minimum whilst not sacrificing on quality investments. We do not subscribe to ‘flavour of the month’ investments. We only select those that we feel will perform the best over the long term.

This may seem boring to financial advisers who prefer the weird and wonderful investments (some of which are riddled with hidden charges and have failed spectacularly!), but if it means that your portfolio is transparent, diversified and honestly charged, then we are more than happy to call ourselves boring.

ETHICAL INVESTMENTS

Contrary to popular belief, it’s not just hippies and tree huggers that like to invest in ethical funds. In recent years, ethical investments have become a popular investment choice for many investors, and for good reason. There is the potential for great returns.

Ethical investing is about supporting companies that avoid investing in certain activities, such as armaments, or investing in companies that make positive contributions to society. Everyone has a different opinion on what behaviour is acceptable, and what’s not. So choosing the right ethical investment for you can be confusing and time consuming.

This is where we come in. Our advisers can guide you through the do’s and don’ts of ethical investments to ensure your money is invested in line with your moral barometer.

Click here for an article from our very own Bob Wilson about ethical investments.

PEACE OF MIND

Our independence is your peace of mind. 100% unbiased. No conflicts of interest, and no nasty hidden charges. Just honest, transparent and fully independent advice. The way it should be.

The value of investments can fall as a well as rise. You may not get back what you invest.