Principles of Investing

We look to define investment goals clearly and realistically. They must be measurable and attainable with any investing constraints explained to you.

We don’t believe in trying to time investment markets. We typically invest your money for time periods of 5 years upwards with regular reviews.

Where appropriate we use multi-asset funds as the core building blocks to your investment. This is a cost-effective approach that suits the needs of many investors.

Diversification reduces exposure to unnecessary risks in your portfolio and provides a more balanced approach. Diversification can be between asset classes and within asset classes.

We will help you to stay focused throughout the investment cycle of your investment, to avoid common investing errors – reducing the risk of ‘Behaviour Gap’.

We only use tried and tested investment strategies and we avoid ‘market fads’. We only deal with regulated and approved investment providers.

At all times we look to keep your investment costs down. Our investment solutions very often cost below the market average.