Our Services

Managing Your Investments

Managing Your Investments

Investment Management is our core proposition. We offer bespoke investment management which is tailored to our individual client’s requirements. We will manage all aspects of your investments, from basic cash deposits to the most sophisticated investment solutions.

Central to all of our advice, from a straightforward savings plan to the most complex inheritance tax mitigation strategy, is our investment proposition. This has been carefully designed and maintained and continuously evolves.

Investment markets normally experience volatility in all major asset classes, therefore we adopt a highly diversified approach to investing in order to spread risk. Our investment proposition is based on the strategic method of 'core/satellite’ investing.

What is ‘core/satellite’ investing?

Core/satellite investing is a method of portfolio construction designed to minimise costs and volatility while providing an opportunity to outperform the broad stock markets.

The ‘core’ of the portfolio consists of low cost multi asset investments with a high exposure to passive style holdings which track major indexes, such as the FTSE 100 and S&P 500.

Additional investments, called ‘satellites’, are added around the core of the portfolio in the form of actively managed funds, with the aim of achieving outperformance. This allows us to implement and monitor a variety of satellite investments that can be tailored to our clients’ individual objectives and attitudes to investment risk.

Advice. Expertise. Security.
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Holistic solutions to suit you

“Our investment proposition is constantly evolving just like investment markets. We aim to meet with the fund managers we recommend on a regular basis to ensure they continue to match our objectives and risk profile.”

Paul Moore, Director & Chartered Financial Planner

0800 0025 228