Investment Philosophy & Process

Our experienced investment team will research and select from a wide range of investment strategies to provide you with a diversified portfolio of investments that meet both your investment objectives and attitude to risk.

By applying our expertise, knowledge and insight, our advisers and investment team help you develop an investment strategy that is aligned to your long term financial goals. We continually analyse how assets have behaved in the past and how they are expected to behave in the future to help us manage and control risk and build portfolios that are designed to meet your overall investment objectives whilst respecting your attitude to risk.

The Investment Cycle

Planning

  • Risk assessment
  • Investment strategy
  • Asset allocation

Implementation

  • Select appropriate plans
  • Fund analysis and selection

Monitoring

  • Ensure investments and strategy remain appropriate
  • Continuous and close contact with investment managers

The value of your investment can go down as well as up and you may get back less than the amount invested

 

If you would like any more information about the services we offer please contact us below or telephone us on 01423 877 960


Contact us

Sue Adsett "Overall the service provided was of high quality – easy to understand, respectful of my needs and wishes. I have recommended Budge and Company to several others"

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Sue Adsett
Marshalls Plc 'Budge & Co have worked with Marshalls PLC for over 12 years. The advice provided is clear, practical, well-researched, and jargon-free and receives consistently positive feedback from our colleagues.'

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Marshalls Plc
Mr & Mrs D Arch ‘Excellent service, thank you’

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Mr & Mrs D Arch