Our Services

Our services provide you with Investment Management options that suit your personal circumstances and risk appetite. Your investments join our consistent investment cycle that is tax-efficient, responsive to change and competitively priced

Investment Management

Successful investing requires a disciplined approach that is also responsive to a rapidly changing economic and investment environment.

In our hands, your assets will enter our proven investment cycle strategy:

  • Asset Allocation
    We use regular meetings and a thorough research process to determine our preferred exposure to the major asset classes for your investments.
  • Investment Selection
    We select your investments using a multi-asset approach and by choosing a wide range of alternative non-correlated investments to keep risk strictly within your risk parameters. We utilise market-leading research tools in our selection process.
  • Monitoring
    We continuously monitor your portfolio and investments to react to the ever-changing economic and investment environment.
  • Portfolio Review
    Our Investment Committee meets regularly to review and discuss our risk-rated strategies and apply them to your portfolio.

What Do We Offer?

Discretionary Management

We will discuss your specific objectives as well as both your attitude to risk and your capacity to tolerate that risk to create a portfolio that fulfils your individual requirements. You then leave the responsibility for the day-to-day management of your portfolio at our discretion. We will provide you with regular performance progress reports to keep you informed and reassured. Your trust in our dedicated and experienced investment team is rewarded with a first-class asset management service that has your best interests at its very heart.

Personal Tax Service

Your tax no longer needs to be taxing. We will assist you with all your personal tax affairs including your annual tax return. Our in-house specialist completes and submits your annual tax return for you and reviews your investments regularly with your portfolio manager to ensure maximum tax efficiency. By leaving your tax and investment affairs in our capable hands, you can be sure that they are managed in the most tax-efficient manner.

Our Client Portal

Our client portal is your secure electronic gateway to an online space where you can view both up to date valuations, historical data and information relating to your account. You will find this to be a safe and convenient sharing mechanism between us that is accessible 24/7.

Useful Articles and News

Simon Cocking: My Reflection on a very different Start to 2020

As we draw to the close of the final day of our first quarter, I want to give you my reflection on a very different start to 2020.
Read my thoughts in this article.

Read More

Phil Organ Gives his Outlook for 2019

When looking at what 2019 holds for us, it’s hard to give a definitive answer, because there is a lot of uncertainty ahead of Brexit on March 29th. However, before considering that, it’s worth highlighting the influence that the current year’s events will have on us next year.
Learn more in this article.

Read More

Phil Organ on Just Group’s Retirement Risk Index

Just Group’s Retirement Risk Index is an excellent idea in that most people are familiar with the term ‘pension’, but too many will not have considered the importance of a pension to themselves and their family.

Read More