Our in-house discretionary investment management service complements our wealth planning advice, targeting a long-term return above inflation. All, according to

your particular strategy. Understanding your strategy is vitally important, but we don’t believe an investment manager’s responsibilities end there.

History shows how important it is to consider the prevailing investment climate. Knowing when to take on risk. And when to hold back. We have a disciplined investment process, expressed through a traffic light system that guides us and ensures you clearly understand what we are thinking. And why.