Your needs our focus

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.

A Proven Pathway to Prosperity

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.


View Portfolio Services

Understanding your expectations

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. 

Learn about Oxford Risk