Investment management

Investment management

Whether you’re looking to start investing or have an existing portfolio, we'll help you to maximise your savings and investments, while also reducing your tax liabilities.

We offer a range of different investment propositions, depending on your objectives, how much risk you're comfortable with taking and which option best suits your needs.

Andrew has held our hands through all our investment affairs for ten years. 

LFWM client

This can involve working with Discretionary Fund Managers, who are investment professionals appointed to monitor your portfolio and make investment decisions on your behalf.

Our expert guidance will provide a structure that mirrors your personal attitude towards risk and capacity for loss. We'll always effectively communicate our thoughts and act with honesty and transparency, giving you peace of mind.

How we can help:

  • Reviewing your existing portfolio of investments
  • Achieving good risk-adjusted returns
  • Portfolio construction

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

Get in touch

Speak to a member of our expert team.

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