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Financial planning
for
the life you want to live...

Financial planning
for
the life you want to live...

Financial planning
for
the life you want to live...

Financial planning
for
the life you want to live...

Financial planning
for
the life you want to live...

Investment Management

Our investment philosophy is based on Nobel prize winning academic research. We believe that markets are efficient and that diversification and planning for the long term are key, not striving for short term outperformance.

We believe that active and passive fund management strategies do not need to be mutually exclusive. As with most things in life, it’s about finding the right balance. The truth is that depending on your attitude to risk and selected asset allocation, there are advantages and disadvantages to both. Research shows though that the most important contributing factors to long term investment returns are asset allocation and remaining invested in the markets. After this, the only thing that can be truly controlled is cost.

Therefore we will always seek to minimise the costs of your portfolio where possible while maintaining the selected asset allocation and managing risk.

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