Lifetime Wealth Planning

Wealth Management

Investment expertise where it matters

We know having peace of mind that your investments are in experienced hands is important. With our investment management services, you can be sure your investments are receiving expert attention, specialist analysis, and access to leading fund managers. You benefit from a range of portfolio strategies, a dedicated Financial Planner and the reassurance that your portfolio is regularly monitored.

Establishing your risk tolerance

To take advantage of potential opportunities, every decision has an element of risk. With this in mind, we aim to achieve consistent, competitive returns on your investments. We use our expertise to find the right blend between investment performance and long term financial security. We do this by aligning our investment decisions with your risk tolerances and then actively monitor performance with regular contact to keep you informed.

Continuously monitoring your investment portfolio

Insight is fundamental to our investment philosophy. Our specialist Investment Team use in-depth independent research and strategic inputs – plus their own skill and expertise – to continually monitor market changes and the wider investment climate. This insight is used to monitor and govern your portfolio, making adjustments to ensure it meets your financial goals without over-exposing you to risk. Our team’s processes and the outcomes for your investments are also monitored and governed by robust risk-management systems and oversight.

Keeping you informed and on track

Our expertise enables us to cut through the noise of changes in regulation. We will keep you up to date with important information such as legislative or budget changes that may influence your investments. Every six months you will receive a clear, detailed statement of your portfolio. And every year you will also receive a tax information pack to help you complete your tax return.

We will meet you regularly to understand whether there have been any changes in your personal circumstances that may influence the approach to your investments. We will then agree any changes that need to be made to ensure you stay on track.