Investment Proposition

We pride ourselves on providing bespoke advice aimed at meeting your specific needs, objectives and attitude to investment risk, thus each individual portfolio will be unique to you.

What is not unique, however, is our process. Every portfolio goes through the same construction process.

As the industry has evolved, many IFA firms delegate the management of the underlying investment portfolios to external firms. We have taken the decision not to follow this route due to the extra charges which are usually passed onto the client. Instead, we utilise the expertise of professional investment analysts to assist and advise our own investment committee on a quarterly basis.

The research they provide and the input they have on our overall asset allocations and fund selections is pivotal to both the creation of new portfolios and our ongoing review process. This approach to portfolio management allows us to offer a robust and pro-active service, whilst avoiding additional fees payable by the client, as we meet the cost of the external advisers.

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Since conversion we have been more than happy with the quality of service from Simpson Wood. Danny McAllister has been our direct contact and has been at the end of the phone whenever help has been needed. Governors have also welcomed his attendance at meetings to present the annual accounts.

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