In an ever-changing and complex investing environment, it can be a daunting task to identify and understand where the best opportunities might lie. If you’re looking to preserve or grow your wealth, but you don’t have the expertise, time or the inclination, we can help you. Our job is to understand your objectives and concerns and to create a portfolio appropriate to your specific circumstances. We will show you all the options, explain exactly what each means, and make sure you are confident about your eventual decision.

There are many factors that will be unique to you, such as:

  • Why you are investing – to protect, grow or draw income from your portfolio
  • How long you are looking to invest for
  • Your capacity for and attitude towards taking risk
  • How much you have available to invest

We can advise you on every type of investment, from large lump sums to share- dealing accounts to a regular savings plan for your child’s education. Saving and investment provisions are important for peace of mind; straightforward deposit accounts are ideal for instant access to a rainy-day fund, but most don’t grow in line with inflation so are not suitable for long-term savings. Balancing your short and long-term objectives is essential to optimising returns. However, the most important aspect of investing is to ensure that you are comfortable with where you are putting your money. Your saving and investment decisions should reflect how you feel about risk, and you should understand exactly where your money is and what it’s doing for you.