The way we work

We start by listening, to gain a comprehensive picture of your financial position now and where you want to be in the future. It may be that your investments and pension plans are scattered between different providers: we’re here to simplify things, and help you focus on an overall strategy.

We take a disciplined yet dynamic investment approach, with a strong emphasis on prudent allocation of clients' assets. We don’t believe in taking undue risk; we work with you to set realistic objectives, and then provide a cost-effective, tax efficient route to achieving them.

In our experience, chasing the latest trend or trying to time the market is a futile exercise. Independent research has revealed that asset allocation is by far the most important factor in respect of the performance of an investment portfolio over time. At the same time a diversified portfolio with different types of investments in varying proportions will offer greater protection from market swings.

To this end we work in conjunction with Morningstar and Ibbotson Associates, leading independent providers of asset allocation, fund selection, and portfolio construction services. This gives you a set of portfolio choices, offering the highest expected return for a defined level of risk. We aim to minimise trading and use platforms that facilitate free switching to reduce the overall costs of managing your investments/pensions.

Whether you’re looking to fund your retirement or preserve your wealth for the next generation, we can help you achieve your goals. Working with you, we’ll administer, review and manage your investments and pensions with care and commitment, giving you confidence and peace of mind.

Liam has always given a very personal service and balanced advice for both myself and my elderly parents. In particular we needed to fund their care which became very expensive, but Liam made this possible by very sound, honest financial planning for which we were eternally grateful, as it meant they could stay in their own home. R.B.

Case Study: Investment Management & Retirement Planning

When I first met Sheila she had numerous investments, savings and pension plans spread across a wide range of financial institutions. The portfolio was proving hard to keep track of ... READ MORE

 

Case Study: Options at Retirement

Alan approached me for advice regarding his pension fund, built up through Legal & General. Being independent, we could consider the full range of products available from the ... READ MORE

 

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