“An ongoing service that gives you peace of mind.” Simon Ainley, Partner
Evidence based asset management
We keep you away from expensive, complex investment ‘fads’.
We prefer a logical, tried and tested, easy to understand approach. And we’re committed to keeping more of your money in your pocket.
We’ve successfully delivered investment performance for our clients for over 25 years.
Everyone’s different. We understand how much risk you’re comfortable to take. It’s the basis for your financial plan and influences how we invest your money.
We spread your investments over lots of different asset types to avoid having ‘too many eggs in one basket’.
This strategy is based on Nobel Prize winning, academic research and is central to Modern Portfolio Theory and our Secure Lifestyle Portfolios™.
The right portfolio
We take your attitude to risk and personal goals and build the right portfolio for you.
High fund charges are a threat to investment returns. That’s why our Secure Lifestyle Portfolios™ use low cost funds at a discounted price.
We keep a careful eye on your portfolio to make sure it stays in line with what you need.
If we need to tweak, we’ll let you know. We don’t make changes unless you’re happy.
We make carefully considered decisions for a reason. And we always tell you why.
Regular communication with you is vital. We find the right balance that works best for you.