Services

Investment Consulting

The aim of our Investment Consulting Service is to help you to enjoy a successful investment experience. An investment portfolio is likely to play a key role in achieving and maintaining your desired lifestyle. This service is generally suited to private individuals, trustees and companies with investable assets in excess of £250,000.

Private Investments Trustee Investments Corporate Investments

Your investments are likely to play a key role in achieving and/or maintaining your desired lifestyle and we define Investment Consulting as:

  • Knowing your current personal and financial position
  • Establishing your lifestyle, financial and investment goals, priorities and preferences (including your attitude to investment risk)
  • Analysing your current investment portfolio with reference to the above factors and our own academic-based investment principles
  • Presenting you with an Investment Policy Statement which relates to the management of your investments
  • Implementing the recommendations
  • Investment review & rebalancing