How Our Investment Management Works For You

When you become a client, we will take the time to get to know what you need, to make sure that the solution we provide is the best one for you.

1. Portfolios which are suitable for you

You may be an experienced investor, or you may never have had to consider savings of this kind before.  We will give you the support you need to decide what kind of investment portfolio is right for you; a level of investment risk with which you can be comfortable; and a way to understand how your investments have performed.

2. Responsive to the changing market

Much of our time is spent researching and updating our views on markets, stocks, funds and other types of investments.  However, the stock market is inherently uncertain and we are constantly receiving new information.  Because we take time at the outset to understand your needs, we can interpret that new information in terms of your goals and make any necessary changes to your investments as efficiently as possible.  Our latest view on the market are covered in our Financial Market Review.

3. Keeping you informed

We will contact you when we make changes to your portfolio, explaining what we have done and why; and we will send regular valuations and reports so that you can see how your investments have performed.

4. Tax planning based around your situation

There are some types of saving and investment the Government particularly wishes to encourage, and where those tie in with your goals, we can help you take advantage of the opportunities – whether it is through a pension or ISA, or a portfolio of shares in the Alternative Investment Market.

Tell us what you need and we will do our best to help.