The investment process made simple

We have worked with respected industry professionals and clients to develop a simple investment process which gives access to the power of the markets in a way that suits your individual goals for the future. It is structured in four easy to understand steps and is underpinned by ongoing client support right through the lifetime of your investments.

1. Tell us about yourself

The fact find is a formal way of gaining a true picture of your current financial situation and establishing your future financial objectives along with your tolerance to risk and volatility in the investment world. This information forms the basis of the recommendations we make and helps us determine the most suitable investment to achieve your goals.

2. Choose a Tax Wrapper suited to what you want to achieve

These provide tax breaks that an investor can ‘wrap’ around their investment, so that they are sheltered from paying some or all tax on it. The most common tax wrappers are ISAs and Pensions and we will advise you on the most efficient, appropriate and cost effective tax wrapper for your needs.

3. Assess your tolerance to risk

We know the value of investments can go down as well as up, and that there is a link between risk and potential returns. We make sure that any investment we recommend matches your feelings & preferences in relation to future investment risk and potential return, with the ultimate goal of meeting your future financial needs.

4. Build your fund portfolios

Once you have suitable tax wrappers and established your attitude to risk you select the fund portfolios for your investments. We have three different investment models and a range of risk weighted portfolios that are designed to perform with specific objectives and can be blended to produce a portfolio that best meets your attitude to risk, reward and investment criteria.

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