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Investment management

What we do

Investment management built around what matters most to you

At first glance, the investment world can appear intimidating. Finding the right investment strategy can seem like a minefield, while competing voices promoting their preferred solutions, only add to the confusion.

But the huge array of options and technical jargon often hides the fact that, at its heart, investing is simply the act of taking your money and placing it somewhere it can grow.

Our team of in-house specialists bring decades of experience counselling clients on the right options for them.

Our investment philosophy

Investment management aligned with your values and objectives

We provide expert, independent investment advice built around what matters most to you.

We offer an extensive range of portfolio options, enabling us to carefully balance the level of risk you are comfortable with and the approach needed to achieve your objectives. We balance return on investment with a return on life, looking at the bigger picture to help you achieve the income you need to live the life you want.

We also offer Responsible Portfolios, designed to achieve your objectives in a way that is aligned with the UN’s Sustainable Development Goals.

Our purpose in everything we do, is to improve your financial wellbeing and give you the financial freedom to make the choices that are right for you and what matters most to you.

What you can expect from us

  • Service matters

    Service matters

    When it comes to managing your wealth, we balance return on investment with a return on life. We look at the bigger picture to help you achieve the income you need to live the life you want.

  • Clarity matters

    Clarity matters

    Your dedicated financial planner will take you through a step-by-step process to fully understand your goals and to establish which portfolio of investments might best serve your needs.

  • Choice matters

    Choice matters

    Our financial planners will help you to understand how much you should invest, plus the level of returns you need and how much risk you need to take, to achieve your objectives. By working in this way, you will feel confident that our recommendations are right for you.

  • Results matter

    Results matter

    High-quality investment management is essential for delivering your financial plan. That’s why we’re very proud of the fact that in our 2024 Client Survey, 87.72% of our clients said that working with us had helped, or would help, them to achieve their financial goals.

Who do we work with?

We specialise in working with clients from the following four main groups. You can read more about how we help each specific group of clients, by clicking on the buttons below.