Four Investment Principles

The world of investing can seem a bit daunting, particularly if you’re new to it. We hope that the information below will help to demystify some of the basics surrounding investing and give you some insight into how it works. We’ll talk you through our four investment principles and help you make more of your money without taking any more risk than you’re comfortable with.

Attitude to Risk

Your attitude to risk will determine the blend of assets we recommend that you invest in. Through our network, Openwork, we have access to investment solutions that ensure you are never exposed to more risk than you are comfortable with.

Diversified Portfolios

When investing, it’s important not to put all your eggs in one basket. Being part of Openwork, we take a global, multi-asset view to building investment portfolios

Long-term Performance

Time in the market, not timing the market. In our experience, taking a longer-term approach to investing delivers better returns over time

Governance and Process

Through the scale and experience of our network, Openwork, we utilise a robust governance process to monitor and control every investment decision made

For more information, please don't hesitate to get in contact and chat to an advisor.

Past performance is not a guide to future performance and should not be relied on. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.