Investment Planning

The world of investment planning can seem a complex and daunting area.   Our highly qualified advisers have both the skills and knowledge to help guide you towards the most suitable investment products and services.   We ensure that careful consideration is given to your investment goals, objectives, attitude to risk, tax position and past experience.   Understanding you and your circumstances helps us to ensure that we give the most suitable advice possible.

We have carefully selected a network of investment teams managing literally hundreds of funds around the world.   For larger personal funds you may benefit from Discretionary Wealth Management, where a dedicated investment manager operates an account containing your choice of investments, managing it on a daily basis. We can introduce you to a recommended investment manager.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.