Whether you come to us directly or via a professional intermediary we’ll offer tailored investment advice so we need to obtain details of your financial circumstances and objectives before we choose suitable investments for you.
We’ll always build a portfolio of investments that is best linked to your risk approach and objectives.
Each constituent of your portfolio will be fully researched and vetted by our investment committee before it is added to our ‘buy’ list.
Just so you are aware, we’re completely independent… We don’t run any in house funds and we don’t have a preferred panel of providers.
After we have set up your portfolio we’ll monitor it on a daily basis making changes where required and we’ll provide you with a comprehensive summary every six months as standard.