About Our Company
Our long-established firm was reorganised in 2012 and provides financial planning and investment management services to private, corporate and trustee clients. We also work closely with other professional firms, so as to be able to offer clients a holistic “trusted adviser” service. As a firm, we are categorised by the Financial Conduct Authority as Independent Financial Advisers, having met specific criteria relating to professionalism and capability through qualifications and regulatory authorisation. We are also accredited by the Institute of Financial Services and listed in the SIFA Directory of Professional Financial advisers, which is endorsed by the Law Society
Our business status
We are fee-based and independent of any external influence, which means that our advice is conflict-free and provides access to the whole of the relevant universe of financial solutions, enabling us to focus on what is right for our clients, whether or not this might involve any financial product or investment.
Our business specialisations
Among our business specialisations are investment advice for pension funds / trustees / private clients / investment of personal injury awards and court of protection / financial solutions for estate planning / and advice to the elderly.
Our investment philosophy
Our investment approach centres on achieving diversification and the minimisation of risk by allocating funds between different asset classes – principally UK and global equities and bonds, property, commodities, structured products and cash. According to market conditions, we utilise both collective investment funds and passive investment media and are able to provide our clients with instant on-line valuations. When appropriate, particularly in relation to larger portfolios, we work with external discretionary portfolio managers who satisfy our rigorous due diligence selection criteria.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.