“Jonathan has advised us for 5 years and always provided consistent, truly independent thinking with emphasis on capital preservation”

Tim Bacon (CEO, Colville Estate) and Marylyn Bacon (Kent) (2011)

Investment Management

We advise you based on what we would do, were we in your shoes, given what we know.

Whether or not you have attained financial independence you need to ensure your investments, pensions funds, ISAs, insurance bonds etc are managed optimally to ensure they are all focussed on delivering for you what you need.

Have you thought about whether your holdings ought to be reviewed?

Have you considered what could happen to your investment and pension holdings? 

Or how will you be on your retirement?  Will your funds be robust enough to take on most events which could come along? Do you still need, in retirement, to be growing capital or perhaps you should reduce your risk exposure? 

Or, perhaps your holdings are too cautious or too risky?  Most portfolios that we encounter, actually, bear no relationship to the investor's actual needs.

How do you know how good your current investment manager is?  What does s/he do for his/her charges?  Does s/he make you money?  Does s/he ensure your hard-earned and saved funds are working for you but without taking undue risks with your money?

Click here to read why you need to have us look after your investments.

Call Jonathan Davis, the real expert on family wealth, on 0345 862 2919, or email him, to get started on improving your position, immediately.

Please note, investments can fall as well as rise, and they will!