Getting Investment Advice | Your Investment Portfolio

Investments & Wealth

Professional approach to creating and managing investment portfolios

Independent Investment Advice

We are fee-only independent investment advisers dedicated to helping clients make the most from their savings. We advise and make recommendations for you only after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market.

Being independent gives us the flexibility to expand the range of asset classes across different product providers. This helps us to choose a better investment than choosing an investment from a fixed list.

Start with our free initial consultation

Investing strategies for different life stages

Investing to grow wealth

Focusing to grow your investments today could benefit you in future to pay of your liabilities and debt. Whether you are just starting out or are new to investing, we could help structure an investment strategy designed to grow your investments in the long-term.

Investing to preserve capital

You could have a peace of mind once you know your investments are not likely to go down in real terms due to the effect of inflation. We could help structure an investment strategy designed to preserve your investments.

Investing to navigate challenging events

A challenging life stage such as divorce could likely give rise to the need to review your investments. We could work to ease your financial stress by reviewing assets and structure an investment strategy designed to generate income from your investments.

Our Investment Philosophies

We are guided by principles which help in creating an investment plan that best works for you

1 Time horizon

2 Taxes

3 Liquidity

4 Asset allocation

5 Diversification

6 Focus on fees

7 Broader view

What we do

Forward looking estimates

We use forward looking estimates for investment planning and constructing your portfolio.

Independent Investment Advice

Our relationship is purely advisory

Transparent Fees

Our fees are transparent and fully disclosed upfront.

Ethical Focus

We put client's best interest first and always have an ethical focus.

What we don't do

Rely on past performance

Performance in the past could be due to various factors which may not persist in the future.

Tips

Tips on possible fluctuations in stocks prices and market movements.

Minimum fees

We do not charge any minimum fee for our services.

Chase or guarantee returns

Return chasing as a futile exercise and we do not believe in guaranteeing minimum returns.

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Get Independent Investment Advice

Broad choice of asset classes

We consider range of different investment options and select the most suitable to be included in your investments portfolio. There is no one-size fits all approach that works and every client's circumstances and risk tolerance limits vary. Being independent gives us the flexbility to expand the range of asset classes across different product providers. This helps us to choose a better investment than choosing an investment from a fixed list.

Asset class mix

Every asset class has distinct risk and return characteristics. Your personal circumstances and your risk assessment will eventually determine the specific mix of asset classes that will form part of your investments portfolio.

Types

We normally consider the following types of investments vehicles when creating your investment portfolio: -

  • Open Ended Funds (OEIC)
  • Close Ended Funds
  • Exchange Traded Funds
  • Investment Trusts

The list is not exhaustive and certain investment vehicles may be suitable/unsuitable based on your personal circumstances and risk assessment. A list of frequently asked questions can be found here

Our fees

Initial Charge

3% of investment amount

Ongoing Charge (optional)

1% annually