We can help formulate your investment strategy and support you with regular reviews…



Investments can be arranged and managed for individuals, trusts or companies

The following is a list of the range of investments and funds available on the open market.  It is not an exhaustive list, just designed to demonstrate how much complexity and choice is available to the investor.

  • Cash
  • Fixed Interest
  • Corporate Bonds
  • Government Gilts
  • UK Equity
  • Managed Funds
  • Global Equity
  • Distribution
  • Real Estate Investment Trusts (REITS)
  • Currency Funds
  • Property Funds
  • Discretionary Funds
  • Money Market
  • Structured Products
  • Hedge Funds
  • Absolute Return
  • Derivatives
  • Direct shares
  • Cautious Funds

Key to any investment decision is the risk the investor is prepared to take. To this end a holistic approach should be taken and it is likely that the investment risk should be spread over a number of asset classes. In the Fact Finding process this is one of the most important discussions and is often a meeting in its own right.

Once an investment strategy is decided upon it will only be meaningful if it is reviewed on a regular basis to ensure changing circumstances are taken into account, as well as legislative change and new investment opportunities.

The value of investments can fall as well as rise and you may not get back the amount invested.