Investments Advisory Services

Our investment philosophy

  • Understanding your investment is important.
  • The minimum risk to achieve your goals.
  • Investments to be held in a tax efficient way when possible.
  • Regular reviews and updates.
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The investment journey

Getting to know you

The first step is to contact us to arrange an initial meeting. This can be at a time and place that is convenient to you.  The meeting will give you the opportunity to get to know us and how we can help. We will ask you some general questions about your circumstances and what you are looking to achieve.

Information gathering

We will spend time listening to what, in detail, you want to achieve.  We will develop our knowledge of your current financial position and collect details of any existing financial products you may have. When we have a clear idea of what is required, we will design a financial solution tailored to your needs.  As we are independent, we are not tied to one limited solution but will review the whole of the market. We will follow up the meeting with a proposal and confirm the cost.

The Plan

By using the latest financial modelling technology and our wealth of experience, we will research the market looking for solutions to meet your goals. We may undertake some cash-flow modelling to ensure you do not run out of money or leave too much for the taxman. All this will be undertaken with an eye to your attitude to risk. Existing investments will be used or restructured to meet your new goals.

We will work with your existing professional advisers to help ensure the plan fully meets your needs.


We will then recommend financial products and investments. In writing, we will detail the risks and cost involved. Then we will complete the necessary paperwork for your signature. We will show you how you can review your investments. Our fees are normally based on a fixed percentage of the money invested, depending on the amount and the work involved.


On an annual basis, we will review the plan against your objectives. If your circumstances have changed, adjustments can be made. We will advise you of legal changes that might affect you and of any new developments. Our service is proactive, so between reviews we will contact you with any changes that might affect your investment. You will also receive our popular regular newsletter with topical information. More regular meetings can be arranged if required. Our fees are based on an agreed percentage of the funds under advice.

There are many factors involved with investment and the process may seem complex and time-consuming. Our expert independent advisers will support you at every step and do most of the work for you.

Simply contact us and we can guide you through the process from start to finish.

Investments may fall as well as rise, you may not get back what you put in.

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01536 483733

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