The term 'investments' is often associated with wealthy individuals. We often hear the phrase, “I don’t have enough money to worry about investments”. However, investments and investment principles affect almost all of us.

The vast majority of personal pensions are directly or indirectly invested in stocks and shares. Endowments are a form of investment. And, of course there is our annual ISA allowance, which can be invested in stocks and shares. So, how we approach investing client’s money is fundamental to our results and effects most clients. It is also a way of differentiating our service from many other advisers –unlike most firms, we will take responsibility for picking funds and monitoring their performance going forward.

Please look through the links on the right to see how we deal with diversification, portfolio management, research and individual circumstances.