Investment planning

Our approach to financial planning for investments is to help you balance your long term objectives with your short term concerns so that one doesn’t jeopardise the other. We will assess your attitude to risk and propose an appropriate strategy to meet your goals.

We always say investment is not so much about your finances in isolation but more about what you want them to enable you to do in terms of lifestyle.

You may come to us because:

  • you have investments built up over time but want to ensure they are invested as efficiently as possible to meet your objectives.
  • you want to be able to stop worrying about money and get on with life, knowing that plans are in place to secure your financial future.
  • you may want to change your working pattern.
  • you want to be able to help your children through a good education.


You may well be at a time of life known as the ‘accumulation’ phase in that you are still earning and can make the most of your income by generating as much wealth as possible. It is therefore important to invest wisely and make the most of any tax allowances. At the same time, however, you may still need easy access to your savings for items like school/university fees, holidays or other major purchases. The investment recommendations we make will take all these factors into account.

If you would like to see some practical examples of how investment planning can help you make the most of your assets, do take a look at these case studies or get in touch with us.