Investments

Our investment methodology has been designed to be comprehensive and completely bespoke, meaning that you get the most appropriate investment solution for your needs; every time.

Many companies simply pick a fund range, or throw a dart at the financial papers. We are different.

What is the ‘right’ risk?

We  will spend as much time as you need, discussing your overall risk profile, your needs and circumstances and what you need to do to achieve your goals.

Then we use this information to tailor our advice to make sure that your goals and aspirations have a realistic chance of being achieved.

Tax-Planning

Not everyone likes paying tax and part of our on-going service is to offer a tax planning service, whereby we will routinely provide tax planning advice and annual tax statements to ensure that your investments are as tax efficient as possible.

If you are approaching, or are even in retirement, having your money working for you without having to spend hours on the telephone with HMRC every year is an absolute blessing, and our clients really appreciate this.

Whole of Market

We mean whole of market when we say it. Our investment committee researches over 50,000 different investment options, from global equity trackers to UCIS trading in peanuts.

Keep it simple

We keep it simple. Our clients get a simple solution to their problem. We are here to remove the hassle and the stress out of your investments, all of this goes on behind the scenes. When your adviser comes to meet you, they will provide plain English answers and plain English solutions to help achieve your goals.

Get in touch 

To set up a meeting with a specialist member of our team, please get in touch with your local branch or fill in our online enquiry form and we will be in touch shortly. We have local branches across Lincolnshire, Nottinghamshire, and London in Boston, Bourne, Grantham, Horncastle, Lincoln, London, Newark, Sleaford, Spalding, and Stamford.

Please remember that past performance is not necessarily a guide to future returns. The value of units and the income from your investments may fall, as well as rise. Investors may not get back the amount originally invested.

Please note that the Financial Conduct Authority does not regulate taxation advice.