We use a structured six step process to deliver our investment proposition.

Using a disciplined and repeatable process is, we feel, the best way to achieve consistent long-term investment success.

Investment Policy Statement

We will provide you with a written ‘Investment Policy Statement’ when the advice process has been concluded. This is an important document and will define the purpose, objectives and measure of success for your investment portfolio. We will refer to this at your annual review meeting to judge the success or otherwise of the recommended investment.

The value of your investment can fall as well as rise and you may get back less than the original amount invested.