investment management

Investment management is about investing for the future - for our clients and for their families. Securing that future requires more than legal advice; it needs professional investment management. We are one of the few law firms in the country to boast our own team of investment professionals - Clarke Willmott Investment Management.

We help our clients to put into practice financial planning strategies by constructing and managing their investment portfolios. We do this by understanding what they want to achieve and how much risk they feel comfortable in taking. We then use our rigorous asset allocation and stock selection process to select the right investments. By following this disciplined approach we aim to produce a consistently satisfactory performance for our clients, whatever their objectives.

As independent fund managers, we have access to research from a variety of sources, covering fixed interest, equities, convertibles, investment trusts and unit trusts. Our independence means we are free to choose the best investments from the widest possible pool.

How are we different? Investing for their future means stable financial management in the present, so we insist on a transparent, fee-based charging structure and modern, efficient administration. With no hidden costs, we can lay the foundation for an open and long-lasting relationship - essential for safeguarding the financial future.

Contact: Nick Skelhorn and Peter Nellist.