Consultant Bristol +44 (0)117 376 2104
Clients often come to us having built up numerous investments and funds over many years, but might not have considered whether they’re over-exposed in some asset classes or under-represented in others.
A sound investment strategy usually involves having a portfolio of long-term investments across a range of asset classes while ensuring you’re comfortable with the balance between risk and reward. It should also take into account your family’s future financial needs, such as school or university fees, and the tax due.
You’ll have direct access to our highly qualified team of professionals who stay on top of ever-changing market conditions and legislation, without the need for unnecessary middlemen.
You’ll get a very personal service, with regular reviews available and recommendations tailored to your precise needs, and which take into account long-term market trends and your attitude to risk.
We don’t provide our own financial products, so you can be sure you’ll get independent, fee-based advice on the widest possible selection of relevant invested products from a trusted adviser.
Our in-house colleagues provide a range of services including active management of your portfolio by our fund managers if required.
We build long-term relationships and have been advising some families over many generations.
Our personal financial planning directors have an average of 20 years’ experience.
Our investment management business has over £17.5 billion of funds under management and advice.