How we add value

How We Add
Value

Our clients must see value in using our services and paying our fees. We ensure that they do by delivering ‘added-value’ in 5 ways: 

1. A fair fee structure
Our investment service income is calculated as a percentage of the amount invested, not on the transactions that we undertake for you.
2. Picking the right investments
We have access to investment fund research that helps us to develop plans for our clients, make decisions, reject certain funds and choose others. This research would, at times, be impossible and, at best, would be time-consuming for our clients to carry out themselves.

3. Helping you to establish and adhere to an appropriate plan
We provide the logical, long-term, disciplined approach to your portfolio that individuals tend to lack when managing their own investments.

 

4. Regular Monitoring
We ensure your objectives and your plan are regularly reviewed and adapted according to changes in your life and changing market conditions. In addition, we establish if your portfolio needs to be rebalanced to meet your evolving objectives and to remain in line with your attitude to risk.

5. Reduced costs
We analyse the costs and benefits of the various methods of investing (bonds, platforms, ISAs, SIPPs, pensions…) and select the most appropriate way for our clients to invest. We ensure that our clients keep more of their investment returns and spend less on tax, fund managers’ costs, platform costs and so on.