Introduction

Investing with us. Suited to you.

Investing with us

We care a great deal about the investment outcomes for our clients, and where our clients invest money can make a real difference to their financial success, especially over the long term.

Every client is different and has an investment goal personal to them. Some require an income others want capital growth. Some clients want to take a higher level of risk others are very cautious and these differences, along with tax and the duration of investment, all have an impact on what we recommend to you.

We are fully independent, and that means we can recommend any product or solution in the marketplace.

What we don't do

We don’t ‘chase’ today’s popular fund, idea or strategy. Without solid, persistent evidence of long-term returns, we do not invest in such strategies as cryptocurrency, metals, or single company shares. We believe in long term, sound investing not gambling with clients’ funds.

Investing can be highly complex, but we stick to core, tried and tested principles, and ensure that clients understand what is being investing in, whilst trying where we can, to simplify your investment decisions.

Of course, there are no guarantees with investments, and there is always some risk, but this is continually monitored to be at a level you are comfortable with. Investments should also offer the flexibility and access that you require.

What we can say is that we care a great deal about the way that we invest clients’ money. Not only do we have a team of advisers with many years of experience, we also have an internal investment committee. We perform due diligence on any investments we recommend, we have a compliance officer who ensures we remain firmly within the guidance of our regulator. We employ an external consultancy company to ensure that the decisions being made are the best they can be.

Below are examples of some of the solutions that we use to meet client objectives.

Meet the experts

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

You'll find our team dotted across the South West, experts in everything from tax to technology. We build long-lasting relationships with our clients, drawing on our insights and experience.

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We can also support you with your business needs

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