Savings & Investments

There is a vast range of investment options available to investors.  As Independent Financial Advisers, we can help you construct a portfolio that meets your financial requirements.  Using one of our sister companies, PSolve , we are able to access institutional type research information for our private clients. PSolve was initially established to monitor and review portfolio asset allocation and Investment Manager's performance via a robust and analytical selection process.  It now manages in excess of 16 billion on an advisory basis and specialises on the design and implementation of investment strategies that are focused on meeting the client's needs.  Originally set up to offer advice to Local Authority and Final Salary Schemes, PSFM now has dedicated support with unique expertise rarely available or affordable to Independent Financial Advisers.

The diagram below illustrates the framework used in designing an investment portfolio.

Asset allocation and Investment Managers are monitored and reviewed on an on-going basis and consultants are advised of industry developments on a continual basis.  The Unit produces a half yearly market research document highlighting interesting industry development and provides a market overview.

By separating the fund research and investment strategy function, within PSFM we can dedicate all our time to designing the most appropriate planning arrangements for our clients.  We believe it would be impossible for a consultant to dedicate the time required to research and monitoring and still have time to see clients.

Asset allocation and Investment Managers are monitored and reviewed on an on-going basis and consultants are advised of industry developments on a continual basis.  The Unit produces a half yearly market research document highlighting interesting industry development and provides a market overview.

By separating the fund research and investment strategy function, within PSFM we can dedicate all our time to designing the most appropriate planning arrangements for our clients.  We believe it would be impossible for a consultant to dedicate the time required to research and monitoring and still have time to see clients.