How we work with you
Before we provide any investment advice, we take the time to understand your financial circumstances, investment objectives and future plans. A crucial part of this process is assessing your attitude toward investment risk and your capacity for loss.
Our approach is always personalised, never a one-size-fits-all solution.
Understanding you
We begin with two key documents:
Client Questionnaire (Factfind): Provides hard facts about your existing investments, income levels, and assets.
Risk Tolerance Questionnaire: Generates an independent report to help determine your investment risk profile.
Our investment philosophy
We focus on long-term returns, whether income or capital growth. We construct bespoke portfolios tailored to each client – never using standard model portfolios.
Active management
Our investment committee routinely reviews, updates and monitors holdings.
Diversification
Reducing volatility and appropriately applying investment risk.
Unbiased selection
We consider all investment vehicles.
Value-oriented
We prioritise value investing, aiming for long-term returns over growth-focused strategies.
Our process
Analysis & report: Evaluating your financial position and providing a detailed investment plan.
