Investment Planning

A bespoke service

Investments are a specialist area and this requires specialist individual financial planning. 

We provide a full investment planning service, which has the goal of ensuring an investment portfolio properly mirrors an investor’s risk profile. 

For example, an investor with a cautious nature is likely to prefer investing in less volatile instruments such as Fixed Interest Funds, Cash Deposit Funds and investments that offer growth guarantees or capital protection.

Personal Financial Planning

On the other hand, the more speculative and adventurous investor is likely to be more attracted towards equity type funds, which can potentially offer far higher returns (although of course also give greater volatility). 

Backed up by the latest research tools, our investment planning services encompass both private and corporate investments and are tailored in each case to the requirements and circumstances of the investor.

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We have been with Guy since early 2012. During this time he has given us personalised bespoke advice on our investment and tax planning which was tuned to our medium to long term goals and attitude to risk. He has consolidated both of our pensions to great effect and handled our investments which have an ROI much improved from our previous advisors. Over the years we have recommended Guy to a number of our close friends and they are all as delighted as we are with his performance.

Mr P, Reading