We offer a diverse range of wealth management products. The right combination of investments can be different for each client, being reliant on their needs, goals and attitude to risk. We are there to help you construct a portfolio that will help you achieve your goals.
- Bonds – onshore offshore
- General Investment Accounts
The key to our investment philosophy centres around providing you with a worry free, sensible investment strategy. We are not looking for the next rocket fund to take off, we are looking to provide you with stable, consistent returns that are going to keep you firmly grounded.
To do this we need to understand the following:
- Your expectations - Are you looking for income or growth and what level of returns do you expect to receive from your Investments.
- Your Attitude to Risk - Establishment of your attitude to risk and capacity for loss are key to achieving your objectives.
- Multi Asset Investing - Diversification is essential in minimising risk and delivering the returns you are aiming to achieve.
- Cost Conscious Solutions - Delivering a combination of actively managed and passive solutions to help control costs and deliver the best client outcomes.
- Client Engagement – Once your Pension or Investment is set up you aren’t forgotten about. We pride ourselves in the service we provide and this includes regular client reviews, rebalancing your portfolios and keeping you up to date with any legislative changes.
The value of investments and income from them may go down. You may not get back the original amount invested.