Focusing on the whole picture
We work for you. We work hard to help you understand your finances and how they fit into your life. Our approach is all-encompassing. We review your existing portfolio, as where you have one, as well as your company benefits, and assess them against a deeper financial plan that best meets your objectives. We advise on, pensions, mortgages protection, income protection, savings, investments, taxation and trusts.
Understanding your goals
The process of getting to know you forms the beginning of a long and effective relationship. We establish your circumstances and situation, your aims and aspirations, and your tolerance for risk. Only then can we formulate a strategy that is positioned to deliver. Taking the time to explain things is crucial. You should understand your options and feel confident you are making the right choices.
Our five-step process helps you establish your investment goals:
- Determine your financial condition, goals and risk tolerance
- Formulate appropriate asset allocation for your circumstances
- Select suitable investment wrappers and implement the wrapper and investment strategy
- Monitor your portfolio, regularly review your objectives and constraints and rebalance accordingly
- Document results and discuss them with you at least once a year
We offer whole of market advice across bespoke Discretionary Fund Management investments, pensions, protection, mortgages, Venture Capital Trusts, Enterprise Investment Schemes, Corporate Business and Inheritance Tax planning solutions and Workplace Schemes. Our in-house centralised investment proposition is restricted to the Fusion Wealth Platform.
Leading Adviser Business Award 2018
We are proud to have won the award for Leading Business Adviser at the UK Platform Awards 2018.