About creating your wealth.
Before undertaking any investment - whether a lump sum or regular premiums, we need to fully understand your attitude to risk and your capacity to withstand capital losses, and how this would affect your lifestyle.
We aim to recommend those funds and fund managers with a proven record of top performance and who we believe will continue to outperform in the future. We do this thanks to our own independent research and through working with Square Mile to create portfolios incorporating our bespoke strategic asset allocation overlay and fund selection critera.
It means we can provide you with a regular detailed performance review and ensure that, by looking at market commentary and considering the opinion of key industry experts, we can react quickly - switching funds and weighting portfolios accordingly.