We work with our clients to determine their specific investment objectives, eg growth, income or a combination of both.
Investment risk is then diversified through exposure to the four major asset classes:
Fixed interest securities
Investment is then made through the most tax effective route, for example: Investment Bonds, Pensions, Unit Trust, Open Ended Investment Companies and ISAs.
Our investment philosophy has a conservative bias: a good, steady return rather than spectacular performance.
Our advisers involve clients in a regular, structured and systematic review of their investments.