Investments

In the early stages of our discussions, we are very keen to highlight the volatility and risk associated with typical investment strategies. It is widely accepted that taking some risk is suitable for those with longer term investment objectives. However, it is essential that you have a good understanding of how historic events, like the financial crisis or more recently the global pandemic, have impacted different types of investments.

Our investment service is all encompassing, allowing the acquisition of almost any globally traded security. For those at the higher end of the risk spectrum, we also provide advice on Venture Capital Trusts and Enterprise Investment Schemes.

The overriding principle we apply is one of diversification. We believe that dividing your wealth between different types of investments and different geographical locations is key to more consistent and rounded returns. The underlying investments that drive your results should be working hand in hand to help you reach your objectives.

We have a long history of assisting investors and we are familiar with a wide range of structures and strategies. We will always recommend an appropriate portfolio consisting of whatever products and investments best suit your needs and objectives.

The Responsible Passive Plus Cautious and Responsible Passive Plus Adventurous portfolios contain offshore (non-UK) based funds which need not adhere to FCA UK labelling and disclosure requirements, concerning ‘ethical investments’. These funds are the iShares Physical Gold ETC and the Vanguard ESG Developed World All Cap Equity Index, Global Short-Term Bond Index and SRI European Stock Funds.

Please contact us to find out more.