Tel: 01204 329489 Email:
With tens of thousands of funds available across a range of different asset classes and geographical locations, finding the best investment is an almost impossible task.
Our approach to this dilemma is to provide clients with investments which have delivered consistently better results than the average of funds within the same sector and to match these to a clients attitude to risk and their capacity for loss.
We achieve this through a combination of a robust risk assessment process together with sophisticated analysis software to source funds which can provide the optimum combination of low cost, appropriate risk exposure, performance consistency, tax efficiency and overall returns.
Investment and Tax Management
We are able to back test the results of our research and each month we monitor and check that our selected funds continue to meet the agreed criteria and if not, to make recommended changes accordingly.
Our regular monthly updates, analysis reports and topical market commentary mean that our clients are kept fully up to date with the performance of their investments and that they have very best prospects of providing the best returns.