Investment Proposition


Our investment process is based upon an assessment of your attitude to risk and the construction of an appropriate investment strategy. We use a sophisticated attitude to risk system to assess your tolerance to risk, which together with the discussions we have with you enables a more accurate reflection of your preferences to be conveyed within your portfolio investment holdings.

Where appropriate, we used risk based Model Portfolios from leading Discretionary Fund Managers (DFMs). These are competitively priced and provide you with a portfolio of leading funds that are permanently under analysis by the DFM to ensure optimum performance is achieved. In this instance, the use of a Platform facilitates this proposition, and allows for flexibility on an on-going basis.