investments

We have worked in the industry for many years and manage, quite literally, millions of clients’ hard earned pounds, because of this we have become very used to new clients having concerns and being anxious when it comes to making their first investment. This means we often answer the below questions in order to settle any concerns they have.

• Is my money going to be in good hands?

• How does this all work?

• Am I making best use of my allowances?

• What returns can I expect?

• What are the risks involved?

• What are the costs?

How we do what we do and what are the results? Well that’s the easy part. Feel free to take a look over our CIP (Central Investment Proposition) and the performance pages of our investment funds. Again, we would welcome the opportunity to spend some time with you to hear about your goals and answer any questions you may have.

Worried about the risk? We run our portfolios to match your risk individual profile. Each of our portfolios has an allocated capacity for loss (people feel the pain of loss more than the joy of gain). We will ensure your money is invested in the way that you want it. No more and no less risk than you’re comfortable with. We also don’t leave it at that. In the background, we constantly assess our portfolios to make sure they achieve what they were designed for: the most performance while taking the least amount of risk and being very good value for money. We also meet with you quarterly to ensure you know exactly what’s happening with your money and can proactively adjust funds to suit your comfort level. Added to this, you will have 24/7 access to your portfolio via our online portal ‘Sentry’.

Trust is built over time and from relationships where value is demonstrated.

See what our existing clients say about us and if you’d like to have a discovery chat, let us know  

“It’s your advice and knowledge that is making our money work better for us, but it’s the smart way you have encouraged us to organise our day-to-day finances that has made it all possible.”

* This investment may fall as well as rise, you may not get back what you put in.

* The value of units can fall as well as rise, and you may not get back all of your original investment.