You make it easy for us to enjoy life. We don’t have to worry as you look after our finances in the same way as you look after your own. We are very pleased with how well you have protected us even with everything that is going on in the world right now.
A personalised approach
The right investment portfolio for you is one that balances a level of risk you are comfortable taking, with returns that take you to your goals.
For this reason, we offer a highly personalised approach, building discussions in throughout your financial planning journey to ensure we’re able to identify the right path for you.
That will include looking at your objectives and goals as well as the timescale that suits you, understanding your values and what is important to you, and crucially, comprehensively exploring the level of risk you are comfortable exposing your wealth to.
All investments carry an element of risk. Our role is to get the balance right for you so that you are able to achieve your objectives with the least possible risk.
The right portfolio for you, expertly managed
We work alongside experienced fund managers who make investment decisions based on their specialist knowledge and extensive market experience.
Our range of portfolios are built by FE Investments, who combine decades of investment data analysis with the expertise of a specialist investment team. As a client, you will benefit from their portfolio service which enables us to choose from a diverse range of risk profiles and match a portfolio to your individual investment requirements.
For larger portfolios of over £500,000 + there are special portfolios available.
You can also choose from a range of solutions designed for investors who wish to factor in ethical or environmental considerations when building a portfolio.
Whether you are investing for a comfortable retirement, buying a holiday home or hoping to leave a legacy to your loved ones, the diverse range of investment portfolios on offer is designed to help you to achieve your goals.
Please note, the value of investments may fall as well as rise. You may get back less than you originally invested.
Diversifying your portfolio
In order to manage the risk your funds are exposed to, our fund managers will practice some level of ‘diversification.’ With a diversified portfolio you are better placed to mitigate any losses and therefore reduce your exposure to risk.
Each portfolio we build is diversified across different asset classes, using a selection of high-quality funds. This aims to reduce risk while maintaining the required level of return for your personal circumstances.
Portfolios are regularly reviewed and have strict targets that they must meet, to ensure they are taking the appropriate amount of risk.
For more information on any aspect of our approach to our investment, or to discuss your investing options, please contact us using the direct message box or contact details below.
Tel: 01926 400441
We will explain risk and your investment options in more detail when we meet with you so please contact us before making any decisions.
Get in touch
Use our message facility to contact us directly and one of our friendly team will answer your enquiry.