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We are work with individuals, families, businesses, farms and charities

Wealth Management

We provide our clients with a tailored and independent approach to financial advice. This is a professional wealth management service. The use of this service can be helpful when an individual or business has accumulated a large amount of assets and needs assistance in managing all of them effectively. We do this through bespoke Asset Allocation. 

Asset allocation is an investment portfolio technique that aims to balance risk and create diversification by dividing assets among major categories such as cash, bonds, stocks, property and derivatives. Each asset class has different levels of risk and return, so each will behave differently over time.

For instance, while one asset category increases in value, another may be decreasing or not increasing as much. Some critics see this balance as a recipe for mediocre returns, but for most investors it’s the best protection against a major loss should things ever go amiss in one investment class.

Capital Secure Bonds

Guaranteed bonds are a great investment option for the cautious investor. Our guaranteed bonds, offer you 100% capital protection.

These are also known as Structured Deposits / Tracker Bonds. Tracker bonds are fixed­-term investments.

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Deposits & Savings

Holding cash on Deposit is essential. Unless you monitor your deposit accounts and are constantly searching for the best rate then you are losing out.

Savings can be invested in a wide range of professionally managed investment funds, which accumulate tax free.

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Investments & Analysis

There are 4 main types of investment, which are often called Asset Classes. Each one works in a different way and carries its own particular rewards and risks.

The investment funds ( unit­-linked ) that we recommend will generally hold some or all of these different asset classes.

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We work as an Agent for Cantor Fitzgerald and provide an Execution Only Stockbroking service.

This means there is no advice given to our clients in relation to buying or selling shares. A share is a small part of a company that you can buy for a set price.

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