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Investment Planning


We  offer advice on a large range of investment products to suit all needs and goals. Our approach to investment is wholly personal and we understand that everyone has different priorities and different circumstances, be it attitude to risk, tax planning or desired returns. We offer advice and implementation on;


  • ISAs (Stocks & Shares)

  • Investment Accounts

  • On/Offshore Bonds

  • Investment Trust planning

  • Venture Capital Trusts

  • Enterprise Investment Schemes

  • Corporate Investments

Our service focuses on holistic investment planning and on attaining the greatest investment return whilst keeping with your personal risk profile and tolerance.

We have a strong belief in diversification of investments; no one fund manager has all the answers, all the time, and we strongly advocate the use of investment portfolios and multi-manager funds (including Discretionary Fund Management).


For us, it's not about how many eggs are in your basket, its more about how many baskets full of eggs you have.

The value of investments and their income may go down as well as go up, investors may get back less than the amount originally invested.

Enterprise Investment Schemes and Venture Capital Trusts invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies.

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