Get Financial Advice | Independent Financial Adviser

Investments & Wealth

Professional approach to creating and managing investment portfolios

Independent Investment Advice

Sevenaar is an independent financial adviser and provides investment and wealth management advice using our bespoke portfolio management services. We advise and make recommendations for you after we have assessed your needs. Our recommendation is based on a comprehensive and fair analysis of the market. We manage your investments using industry standard financial methodologies and practices. Our clients get value and benefit from sophisticated investment expertise.

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

Start with a 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, Sevenaar 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. Sevenaar 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. Sevenaar could work to ease your financial stress by reviewing assets and structure an investment strategy designed to generate income from your investments.

Investment Philosophies

Sevenaar is 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 Sevenaar does

Forward looking estimates

Forward looking estimates for investment planning and constructing your portfolio.

Independent Investment Advice

Relationship is purely advisory

Transparent Fees

Transparent and fully disclosed upfront.

Ethical Focus

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

What Sevenaar does not 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

Does not charge any minimum fee for services.

Chase or guarantee returns

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

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Broad choice of asset classes

Sevenaar considers 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 the flexibility to expand the range of asset classes across different product providers. This helps in selecting 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

Following types of investments vehicles are normally considered 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

World Markets

Fees

Initial Charge

3% of investment amount

Ongoing Charge (optional)

1% annually