Investments
I offer independent investment advice. This means that I consider a wide range of financial strategies and products. I am constantly reviewing the market to ensure that the services and products I offer are appropriate for my clients.
Where I recommend particular investment strategies and products to you, these will be selected based on your personal circumstances, financial goals and objectives. I’ll consider a number of factors, including the services you need, the cost of investing, how much risk you are prepared to accept in an investment product and how much of a drop in its value you could withstand. Where appropriate, I may use an investment platform to administer your investments.
I provide advice on a variety of investments and have access to solutions which would meet the needs to all different client types. However, in the majority of instances, my core recommended solutions are Individual Savings Accounts 'ISAs', Collective Investments and Retirement Solutions.
As I believe your investment should be fully diversified, my core investment strategy is based on a portfolio of mixed asset funds which are aligned to an asset allocation model and which also takes your investment time horizon into account. I can however advise on specialist investment solutions where appropriate to your circumstances.
Please note that I don’t usually provide advice in relation to directly held individual shares, options, futures and other derivative contracts. I don’t provide advice on them as I believe that they are unlikely to be suitable for the majority of my clients. However, I will provide generic advice where applicable. If you need individual advice, I recommend you refer to a stockbroker.