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Financial Advice

Make better-informed financial decisions that are right for you.
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Investment Portfolios

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Portfolios

Defensive

You prefer to take a small amount of risk to achieve modest or relatively stable returns.
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Conservative Alpha

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return.
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Balanced Alpha

You are aiming for higher long term returns and accept significant fluctuations in value.
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Cautious

You accept some risk & aim for a reasonable return.
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Balanced Beta

You are aiming for higher long term returns & accept poorer performance.
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Speculative Beta

You are aiming for higher long term returns and accept significant fluctuations in value.
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Conservative Income

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return.
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Balanced Income

You don’t seek risky investments but don’t avoid them either. Your aim is a longer term return.
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Speculative Alpha

You are aiming for higher long term returns and accept frequent, significant fluctuations in value.
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Trustee Responsibility

Make the most of your trust assets.

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Trustee Responsibility

Trustee Responsibilities

You may be a solicitor acting on behalf of a trust or a lay trustee acting for a friend or family member.

The introduction of the Trustee Act 2000 made seeking investment advice on trustee investments advisable. The Act places a statutory duty of care on all trustees to look after the best interests of beneficiaries but offers wider investment powers in order to do so. Trustees need to be proactive in the selection and review of trustee investments.

We can offer professional and lay trustees investment advice and guidance on:

Investment objectives and policy

Investment mandates

Review current arrangements

Review investment selection and policy

Client Story - Investment Advice

Sound knowledge
Paul McAdam

They’re streets ahead of any of the other financial advisers I’ve worked with in the past. What reassures me about them most is their knowledge.

Read Paul’s story..

Client Testimonials

Please read the many testimonial endorsements our clients have provided on this website to see what they say about our advice and on-going service.

Chris Davies

Chartered Financial Adviser

Phil Johnson

Independent Financial Adviser

Kevin Jones

Independent Financial Adviser

Liam Connor

Client Relations Manager

Call 01792 477763 today or contact us and we'll take the time to understand your financial objectives before recommending a solution that's right for you.

Financial News & Investment Views from our blog | Read More

30 July 2019

What our clients say

Meet the team

Financial Planning

Wealth Management

Pension Advice

Financial Advice

Investment Portfolios

Defensive

Conservative Alpha

Balanced Alpha

Cautious

Balanced Beta

Speculative Beta

Conservative Income

Balanced Income

Speculative Alpha

Downloads

Trustee Responsibility

Make the most of your trust assets.

Trustee Responsibilities