Expert investment advice tailored to your needs

Building the right investment strategy is not easy and with markets moving faster than ever, a clear plan is needed to invest wisely. An investment plan should always start with understanding your objectives, your attitude towards risk, the level of returns you expect and your long-term goals.

Investing as part of a holistic financial plan should take into account your current circumstances and needs. From there, you can begin to decide how much you can comfortably invest, what to invest in and what tax structures you may need to set up. It’s important to regularly review your current assets and liabilities so you can make sure the strategy is continually aligned to your objectives. We recommend working with an adviser who can help guide you towards the best course of action. They can help with creating a properly diversified investment portfolio that stops you from being exposed to any unnecessary risk.


How we can help with investment advice

Monitoring the markets and understanding the cyclical nature of them requires a balanced viewpoint and a long-term mentality. Tolerating volatility can be emotionally difficult for investors, but it does not always lead to capital losses in the longer term. When we provide investment advice, we work collaboratively with you to understand your risk profile so that we can advise you based on what is right for you as an individual.

We can help by:

  • Performing an assessment of your current financial circumstances, objectives, risk attitude and long-term goals, taking into consideration any special requirements.
  • Developing an investment plan that is tailored to you, that provides you with clarity and confidence.
  • Identifying market opportunities that help you get one step closer to your objectives.
  • Advising on taxes, helping you make the most of tax allowances and keeping you up to date with any changes that might affect you.

We have access to an extensive range of investment funds with over 80 dedicated investment professionals who offer access to segregated portfolios, invested directly and through third party funds and passive instruments and a Bespoke service. We can partner with you to help you structure an investment portfolio that is suited to your needs or we can provide investment advice on how to manage your existing portfolio, or a blend of the two.

Why choose us for your investment plan?

We’re uniquely placed to provide you with expert investment advice, that not only advises you on your investment portfolio but that helps you decide the best course of action to achieve your overall financial goals. We make sure your advice and plan are constantly monitored, ensuring you successfully meet the objectives set out in your financial plan.

As one of the world’s leaders of established providers of high-quality financial advice and investment services, you can trust that you’re in safe hands.

This is what you gain by partnering with us:

  • A dedicated, long-term and trusted relationship with an adviser.
  • The support of a team of in-house experts for any complex financial planning needs as well as tax-efficient and specialist investments.
  • A highly-qualified and experienced team of investment professionals to support any investment requirements from your financial plan.
  • A demonstrable track record of outperforming clients’ expectations.
  • Confidence through independent recognition for our service.

And as our client, you can rely on:

  • A service designed to provide you with clarity and confidence in your financial future.
  • Our commitment to put your interests first and provide a truly individual service tailored to your specific needs.
  • The peace of mind that comes from understanding and feeling understood.
  • Strong administrative support with a focus on first class client service.