Investment Philosophy

Our calm and considered approach to investment management comes from years of industry experience backed by our comprehensive research methods.

We embrace traditional investment methodologies in conjunction with our contemporary view of the world, seeking to sort the wheat from the chaff, the fashionable from the consistent, always with the investor’s financial welfare firmly in our sights.

At our core, our investment philosophy is long-term and based on fundamental principles of sustainable returns .  Against that philosophy, we manage and mitigate investment risk rather than trying to avoid it completely. Our view is simple – that time in the right investment is more important than timing the market, with the aim of preserving and growing the real value of clients’ investments.  All successful economies are built on the prudent principles of saving and investing and we believe the same principles, applied to the investor’s financial requirements, will ensure we focus on our key objective; to maximise investment return from a portfolio appropriate to the investor’s personal circumstances.

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We believe in a truly personal service. Your financial planner will be managing your affairs and our investment philosophy will be at the very core of that relationship.

AJ Bell:

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