Investment management is the careful selection and monitoring of investments that are appropriate to an individual client.

The process is underpinned by a thorough understanding of your circumstances. We start with an open and honest conversation about your financial situation; your goals and aspirations and any worries that you may have. We will also explore risk in detail – ensuring that you are clear and comfortable with the risk that you are taking.

We are very proud to offer complimentary cash flow planning as it is a useful and thought-provoking process that can assist with some key decisions. We find it is often the first step in answering those “can I afford to…?” questions.

Things in life don’t always go to plan, so managing your investments is an ongoing and dynamic process. We will regularly meet to see whether your plans or goals have changed and to ensure that your portfolio remains appropriate.