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We work with our clients to determine their specific investment objectives, eg growth, income or a combination of both.
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Investment risk is then diversified through exposure to the four major asset classes:
Cash
Fixed interest securities
Commercial property
Equities |
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Investment is then made through the most tax effective route, for example: Investment Bonds, Pensions, Unit Trust, Open Ended Investment Companies and ISAs. |
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Our investment philosophy has a conservative bias: a good, steady return rather than spectacular performance. |
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A structured and systematic investment review process is pursued with technical input and facilities provided by our panel of forward thinking investment managers. |
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