The Wealth Group 2009-2018

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: 

 

Cash

Fixed interest securities

Commercial property

Equities

 

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.