Investment Solutions

Along with tax, the underlying investment and its associated risk are at the top of the list in their importance to us in planning to meet your needs. We consider a wide range of factors before proposing a bespoke solution to meet each aspect of your requirements. Please note the value of investments can fall as well as rise. Past performance and returns are no example of what may happen in the future.

Central to our thinking is the ability to preserve capital and make investment gains in all investment conditions and economic environments. Great emphasis is put on minimising the costs of providing these solutions – looking after the marginal costs over many years can have a profound effect on long term returns.

Our core investment solution offers a method that combines capital protection with market beating returns. In addition to these core services we will consider a wide range of specialist options allowing us to allocate smaller parts of your wealth to specific and niche areas of growth and income potential.

We ONLY offer investment advice on the principles of collective fund investment but can tailor any of your investment wrappers for you to make individual stock selections.


Types of investment and the wrappers they apply to:

Tracker Funds
Exchange traded funds (ETFs)
Absolute return
Global macro

Specialist funds
Onshore bond
Offshore bond
Childrens ISAs
Unit trusts

Cash deposits
Structured investments
National savings (NS&I)
Alternative investments

The guidance and advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Contact us by phone or email to arrange an initial appointment

London: 0203 637 2024     Surrey 01932 918291     Edinburgh 0131 564 1668

or email us at

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