Investment and Financial Planning
We can offer investment and financial planning advice if you are looking to accumulate your wealth and would like to invest over the medium to long term, usually at least 5 years or more. We do this by offering you access to a diverse but complementary range of investments via our in-house investment process.
Our aim is always to provide you with the right choice of investment channels, together with sound investment advice to help you understand risk, minimise uncertainty and make informed decisions.
Our latest Investment Portfolios
Our Socially Responsible Investments (SRI) Portfolio
To achieve long term capital growth by investing in socially responsible (Environmental, Social, Governance focused) unit trusts and OEICs across several fund management groups.
Our Growth Portfolios
To achieve long term capital growth by investing in unit trusts and OEICs across several fund management groups.
Our Income Portfolios
To achieve a regular income by investing in unit trusts and OEICs across several fund management groups.
Our Multi-Asset Portfolios
A portfolio of three multi-asset investment funds designed to achieve long term capital growth by investing in unit trusts and OEICs across multiple fund management groups.
Our Passive Portfolio
This portfolio seeks to achieve capital returns through exposure to a diversified notional portfolio comprised of approximately 65% equities (via collectives) and 35% fixed income assets. The assets which the fund invests in, such as collective investment schemes, will predominantly be of a passive nature.
Why choose us for Investment and Financial Planning?
We’ll take you through your current circumstances, what you can afford to invest, and where. We’re independent so we aren’t bound by what solutions we can provide. We’ll find a blend of options to make the most of your return on investment. If you need financial planning or investment advice, contact us today to find out more about our process.