Bespoke financial
plans and portfolios

We understand that choosing the right investment
approach for your portfolio is vital, as this feeds
your financial plan alongside the contributions that
you make. That’s why we offer a range of core
and sustainable portfolios. Portfolios are selected
following detailed discussion around your personal
objectives and risk appetite.

While a large amount of research is done in-house,
in 2022 we partnered with LGT, part of the international
private bank and asset manager LGT Group.

The value of your investment (and any income from them)
can go down as well as up and you may not get back
the full amount you invested.