Investment Planning

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We are not involved in the day to day selection of individual stocks, but have built up over the years, fantastic relationships with many hugely experienced fund managers who understand and hold the same values as we do.

It is often the case that these managers have held senior positions with some of the largest investment houses but realised that the only objectives of the mass market are to be average and to build assets under management. The investment managers we work with are able to produce sustainable long term returns by focusing on a physical outcome such as outperforming inflation or cash, rather than simply trying to beat the average. This filters out a great many of the mass market funds but you can be confident that those we do select have been thoroughly scrutinised and are selected based on strict criteria.

We understand the ebb and flow of the markets and know what tools to utilise to ensure that you have the best opportunity to generate returns across all business cycles. When it comes to our investment advice, we only utilise fund managers who have heavily invested their own finances into the funds that they operate. We believe this demonstrates their intent to deliver on outcomes for the investors as they too, have something to lose.

Our investment strategy is robust and always follows the same principals, but crucially, will be different for every client depending on that client’s needs and investment time horizon. Whilst the approach has been built up since the company started, it is evolving and adapting as Markets and rules change and new ideas come along.

For example, rather than having a large number of different accounts with investment managers, we use the benefit of Investment Platforms to streamline administration for ourselves and to simply it for our clients. 

This combination of huge experience, personal financial involvement and a commitment to delivering investment returns in any circumstances are blended together to achieve the portfolios that we build for all of our clients.