We understand that the options available to you when you have a lump sum to invest, regardless of the amount, can be daunting. We aim to cut through unnecessary detail and help you to reduce the options to those that are suitable for you. We start by asking these four simple questions:
- How much risk do you want to accept?
- For how long are you investing ?
- What do you want your investments to provide?
- How much are you looking to invest?
The financial services industry is about to embark on a period of immense change aimed at improving results for consumers and the transparency of industry charging structures. Whilst the industry may be moving towards being fee-based, this is nothing new to our Investment Management team who have been managing money on a fee basis since the team’s formation in 1995.
By eliminating unnecessary charges we maintain client trust, enhance investment performance and ensure that a conflict of interest does not develop between a client and their investment manager. This approach sees us return approximately £100,000 of commission received by us, to our clients each year. This stance and our innovative and straightforward investment approach keep us ahead of our competition.
Importantly, as the knowledge and awareness of our investment service grows, we are receiving an increasing number of introductions from other law firms, accountants and IFAs. This growth is in recognition that we are Investment Managers and not Financial Advisers.
Contact: Nicholas Skelhorn, Head of Investment Management