As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in. We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals. Achieving financial security doesn’t happen by chance. It needs vision, a long-term commitment and the help of experts to create and execute the plan. It also needs successful investment of your money. We understand the critical responsibility we are given when clients entrust us with their money. That’s why we decided to take a radical and effective approach to investment management. It’s an approach that underpins and complements the quality advice and service provided by our firm. It allows them the freedom to focus on what they are best at – helping clients plan their finances - supported by the knowledge that the selection and vital day-to-day monitoring of those managing their clients’ money is being done by experts. Quite simply, the aim of our investment approach is to give our clients peace of mind, allowing them to get on with their lives without having to worry about how their money is invested or who with. We believe that it gives our clients the best chance of achieving superior investment results over the medium to long term.
If you would prefer not to spend your time managing your money, we will do it for you. This service is known as discretionary investment management. Your investment manager will take care of everything. You do not have to make decisions on where to invest or worry about when to invest. Our manager will use their professional knowledge and experience to invest your money in an individual portfolio of investments, all carefully chosen to match your objectives, and manage it day to day. Even though we are managing it for you, we never forget that it is your money. You can speak to your investment manager whenever you have questions or want to talk about your portfolio. As well as a direct relationship with your investment manager, you benefit from a structured portfolio process that covers the full range of assets, including equities, bonds, collectives, property, commodities, currencies, structured products and hedge funds. We provide a range of services tailored to your individual circumstances, attitude to risk and investment requirements, whether you wish to generate regular income or grow your portfolio over the long term. Your objectives may be defined as balanced growth or equity growth, but many clients are increasingly using more broadly-based objectives. Because your plan is unique, so is your portfolio. No two client portfolios at our firm will look exactly alike. We believe that your portfolio should be tied as closely as possible to your financial goals, and the investments within the portfolio should give you the highest probability of achieving those goals. Our investment professionals do more than just select investments. Our team monitors your portfolio for opportunities to add long-term value in response to changing market conditions, while preserving your ability to meet short-term needs.
We offer a range of services where our experts will manage your investments in line with your wishes. This is known as discretionary investment management. Our investment managers will make all of the investment decisions for you – choosing which investments to buy or sell, how much to invest and when to do so. This leaves you more time for the things you enjoy in life, with the peace of mind that your investments are in good hands. We are nationally recognized for our commitment to excellence in wealth management. We deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. Our job is to help you select the investments that have the highest probability of getting you the outcomes you want – not to sell investment products.
