Managing your investments: with you, and for you

For businesses, individuals, charities and trusts alike, the goal of Investment Management is to achieve the best possible return, while mitigating risk.

Our role is to help you establish where the perfect balance lies, and recommend a tailor-made combination of investments to match your priorities, values and goals.

Of course, we’ll include all the appropriate tax-efficient options, such as ISA, onshore and offshore investment bonds, and pensions. We also have a particular reputation for powerful techniques like investing in commercial property as part of a pension pot.

We offer a choice of investment management services, to suit your needs:

Advisory Investment Management gives you direct control over your investments, acting upon our advice as you see fit. Generally, it suits people who prefer lower-risk investments when compared with the Stock Exchange, and who want to be involved with the investment management of their capital subject to our help and advice.

Discretionary Investment Management can be a good option if you are happy to let someone else make investment decisions on your behalf. We enjoy a long and fruitful relationship with one of the UK’s most distinguished private stockbrokers, JM Finn & Co. and associations with many specialist discretionary investment management companies in the UK. As well as providing excellent results, they all share our commitment to personal service.

Whichever approach you choose, we’ll meet you on a regular basis to discuss the performance of your investment portfolio, and any changes that might lie ahead.

Call us today
01872 225885