Portfolio Management

With a team of friendly, high-qualified financial professionals, we are fully independent and always treat each client as an individual.

We can select any provider or product which best matches a client’s needs. In addition to being able to select a provider, product, and funds from the entire marketplace, we have created our own risk graded portfolios, which can be used within your pension or other investment wrappers.

Risk Graded Portfolios

Investments can go down as well as up, meaning you may not get back the original amount you invested. This is why understanding your long-term needs and objectives is so important. Recognising this, our portfolios are risk graded. What this means is that our portfolio management service keeps your investments at a level of risk that you are comfortable with. We will discuss your attitude to risk with you using risk profiling tools to help us select a portfolio you are comfortable with.

For example, for those who could not take the risk of a loss or would be uncomfortable with significant risk we have our preservation portfolios. These aim to protect your investments from as much loss as possible whilst still participating in some of the potential gains from investing. Whereas those who can afford to take a little more risk we have a range of growth portfolios which whilst aiming to minimize the downsides of the markets will also attempt to maximise the upswings which involves taking a little more risk. If you are looking for long term capital growth these portfolios may be appropriate.

If you decide to opt for our ongoing service and invest in our portfolios you can rest assured that your adviser will regularly review your circumstances to make sure you are invested in the correct portfolio and through our investment committee each portfolio will be rebalanced quarterly to make sure they remain in line with their risk mandate. Our whole team will be managing your investments to help you to ultimately achieve financial freedom.

To arrange a free initial consultation with one of our expert independent advisers get in touch with one of our team today.

Meet Mark Evans, our expert in Investment Advice.

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Chester Office

20 Nicholas Street, Chester, Cheshire, CH1 2NX

01244 621762
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Shrewsbury Office

Suite 1, Observer House, Abbey Foregate, Shrewsbury, SY2 5DE

01743 297751
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Knutsford Office

Springwood, Booths Park, Chelford Rd, Knutsford, Cheshire, WA16 8GS

01565 748144
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Oswestry Office

21 Salop Road, Oswestry, Shropshire, SY11 2NR

01691 670524
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