Bespoke Investment Management Service

We manage the Money Observer magazine Balanced Managed fund + 16.46 %* since 4th March 2014. The previous incarnation of the fund achieved near a 90% return between 2009-2014.

This demonstrates just some of our skill and judgement when it comes to managing your money. Our investment philosophy is founded on a strong and disciplined approach to how we manage risk.

We will sit down with you and identify your goals, aspirations and investment needs, speak in plain English and inspire you with the confidence that we have your interests before our own.

You will also have access to our unique Targeted Return Fund. The T.R.F guarantees a minimum rate of return on your investment subject only to an assesment of your attitude to risk . We are not aware of any other firm that provides you with such an invesment opportunity.

*At time of writing