Please use the following links to get started with your application, then an adviser will follow up with you and provide a recommendation.
To arrange a consultation or speak to an adviser, please fill in the contact form.
The driving force behind any financial plan is robust investment management. We operate nine portfolios across different styles, themes and risk levels. Delivering clients a strategic and principled foundation to the management of their assets.
Investment management for clients aim to target a specific level of risk – risk targeted portfolios. Obtaining a balance to a portfolio that is suited to the individual purpose. A risk profile is built, specific to the client and their circumstances.
The firms investment process is based on advisory management, where professional financial advice is given to you and an investment portfolio is recommended.
This is then managed by your financial planner as part of ongoing plan monitoring.
The benefit of an advisory managed investment process is that no transactions are carried out without prior confirmation. This is the way most financial planners operate in the UK. Our investment management process revolves around this concept, where we work with you in connection to your plan, preferences and risk profile to build your investment strategy.
In certain scenarios outsourcing investment decisions is a consideration, this can be beneficial with a larger portfolio (Usually in excess of £1,000,000).
Discretionary management is where a wealth manager makes investment decisions on behalf of a client, without any confirmation “giving discretion”.
Clients with large portfolios and preferences that suit this strategy can be considered using our investment partners that work alongside the client and their planner.
Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.
We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.