Investment Committee

We have an independent and highly experienced Investment Committee who meets quarterly to review our client investment portfolios to ensure they remain in tune with current market conditions and the changing economic environment. It is their sole task to create well balanced portfolios to match our client’s investment needs. Our Investment Committee reviews both client portfolio’s asset allocation and underlying funds.

We are Whole of Market Independent Financial Planners, so you can be secure in the knowledge that there are no conflicts of interest in our portfolio and planning recommendations. We have a duty of care to act in our clients best interests.

Want to know more?

Call us for a friendly chat on 01442 508111 or email: