Before undertaking any investment - whether a lump sum or regular premium, we need to fully understand your attitude to risk and your capacity to withstand capital losses, and how this would affect your lifestyle.

Choosing the right investments for you

We help our clients with a variety of investment propositions, including:

• ISAs
• Unit trusts
• Venture capital trusts (VCT)
• Enterprise investment scheme (EIS)
• Investments for a Lasting Power of Attorney and deputy
• Investing funds on behalf of trustees

How we work: Independent Research

We aim to recommend those funds and fund managers with a proven record of top performance and who we believe will continue to outperform in the future. We do this thanks to our own independent research and through working with Square Mile to create portfolios incorporating our bespoke strategic asset allocation overlay and fund selection criteria.

It means we can provide you with a regular detailed performance review and ensure that, by looking at market commentary and considering the opinion of key industry experts, we can react quickly - switching funds and weighting portfolios accordingly.

How we work: Active Management

The only way to achieve superior investment returns in the long term is to actively manage a portfolio. That's why we recommend investing with specialist fund managers for each asset class, sector and fund style.

We take time to identify the market sectors and appropriate funds best positioned to weather challenging financial storms.

Awards

In addition to being short-listed for Professional Adviser Awards 'Best Adviser - South East' in 2017, 2015 and 2014 from over 200 entries, we have also been shortlisted for "The Mortgage Awards 2019 - specialist broker of the year".