Investment planning

Deciding how best to invest your money is a significant task. With so many options available and so many uncertainties, the challenge of choosing the right solution on your own can be daunting.

Our job is to eliminate as much of that uncertainty as possible and to work with you to identify the most appropriate route to achieve your financial goals.

Our approach is based on a combination of leading academic theory and time-tested principles with the intention of delivering a coherent and dependable investment strategy. We do not believe in gambling on short term performance or attempting to second guess what the markets will do.

We adopt a structured and disciplined approach which seeks to manage risk, minimise tax and above all help our clients to increase the probability of achieving their financial and lifestyle objectives.

Understanding your investment

It is of paramount importance that our clients understand what they are investing in and why we recommend that investment.

The first thing we will do is ask you lots of questions about you and your circumstances. Things like:

  • How much would you like to invest?
  • How long would you like to invest for?
  • What is your appetite for risk?
  • What are your financial goals?
  • What is you capacity for loss?
  • What other personal circumstances do we need to take into account?


To find out more about how we can help with your investments, pop in to our Norwich office. Alternatively, we are happy to come and visit you in your Norfolk home or office. Just get in touch to arrange an appointment.