Growth Portfolios
A diversified blend of passive and active funds focused upon capital growth at a low cost.
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Growth Portfolios
Our Growth portfolios bring together a blend of low-cost equity and bond index trackers as well as leading active investment funds invested on a buy and hold basis. This blend seeks to bring the best of low-cost passive and leading active management into one portfolio range to provide a diversification of assets focused on capital growth at a competitive price.
The portfolios use a traditional diversified asset allocation model that is further refined and informed through our unique trend and market sentiment indicators on a quarterly basis.
The Growth portfolios are designed to assist in efficient, reliable, low-cost investment and pension accumulation strategies.
Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a portfolio that's right for you.
Chris Davies
Chartered Financial Adviser View ProfileChris Davies
Chartered Financial Adviser
Phil Johnson
Independent Financial Adviser View ProfilePhil Johnson
Independent Financial Adviser
Kevin Jones
Independent Financial Adviser View ProfileKevin Jones
Independent Financial Adviser
Robin Burden
Chartered Financial Planner View ProfileRobin Burden
Chartered Financial PlannerOur financial advisers have a wealth of experience helping clients with their investment planning. We can help you build and benefit from wise and prudent investment portfolios. We believe it’s important that you to have confidence in your investments and the peace-of-mind to enjoy life to the full.
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7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763