Much like yin and yang, financial planning and investments should come together to create a perfect circle. Your investments must flow nicely from your financial plan.
We offer one-on-one investment management tailored to you. We sit down and have a real discussion about you and your objectives to solidify our integrated approach. It’s a unique offering for a firm of our size.
Your own dedicated investment manager
Having the opportunity to speak with Ben, our Investment Director, is a massive tick in the box of continuing your journey to understand your wealth fully. This direct contact helps to ease the underlying fear you have with investing and allows you to focus on financial planning.
It’s uncommon to find your financial planner and investment manager in the same meeting, but we make it happen, and the happiness of our clients just proves it works.
How we do things
We use our lens to identify opportunities for your portfolio and use our discretionary permissions to take advantage of market conditions.
Questions are encouraged, as these allow us to provide a bespoke portfolio to the investor. We gain a deeper understanding of why you are taking investment risk in the first place.