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


  • Risk assessment
  • Investment strategy
  • Asset allocation


  • Select appropriate plans
  • Fund analysis and selection


  • 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