Investment planning

We provide solutions to help your money grow (capital growth) or how it can best provide you with an income.  Our investment advice is always tailored to suit your individual needs and objectives.

When creating an investment plan we will take into account factors such as your need for access, tax efficiency and capital guarantee requirements.  We will also assess the risks you are prepared to take (risk tolerance) and how sensitive you are to fluctuations in investment values (capacity for loss) before recommending suitable solutions.  We strive to help you understand your investments through regular updates.

Portfolios will be constructed based around your needs and objectives, and may include one or more of the following:

  • secure deposit based solutions
  • in house investment strategies
  • third party discretionary investment management
  • ethical investment options

A review strategy will be agreed to suit your requirements.  This will allow us to continually ensure that you make effective use of tax efficient investments such as Individual Savings Accounts (ISAs) and we can produce tax statements if required to assist in the completion of self assessment tax returns.