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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

Commercial property



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.

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