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Please note, the information provided in this website is aimed at all types of investor and some articles and links may be geared towards non-retail investors (such as professional and institutional investors).
If you are a retail investor and you access an article or piece that is intended for professional investors, you should be aware that the information is not intended for you to rely on or use as a basis for making an investment decision.
Accessing information provided on this website does not constitute a recommendation to buy, sell or otherwise trade in all or any of the investments mentioned therein. Please remember that the value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance.
Helping build better futures
Investing money is not only about shares, bonds, funds and portfolios.
It begins with establishing what you wish to achieve whilst also listening to you describe your current circumstances including any key needs.
Over many years in business, we have fine-tuned a process which helps us to deliver suitable investment recommendations.
As mentioned above, it begins with getting to know you and as part of that exercise we will establish your level of investment experience, investible wealth and preferred time horizon. Critical to ensuring we meet your expectations is assessing your personal tolerance for investment risk and also understanding how you might be impacted by a loss of capital. After analysing any existing investments, we will produce a personalised proposal, which will outline our proposed investment recommendation, including how it will help you achieve your objectives and the costs involved.
Critical to any investment recommendation is understanding an investors tolerance for risk and capacity for loss.
We use our years of experience to help inexperienced investors understand the key principles of risk vs reward and, for those with more knowledge, we act as a sounding board for their views. In our addition to these discussions, we use an online service to help support this decision making process. The system is questionnaire-based and produces profiling outputs based on intelligence and innovation from the University of Oxford.