Investment
Trustee
What we do
Investment management
Investment management built around what matters most to you
At first glance, the investment world can appear intimidating. Finding the right investment strategy can seem like a minefield, while competing voices promoting their preferred solutions, only add to the confusion.
But the huge array of options and technical jargon often hides the fact that, at its heart, investing is simply the act of taking your money and placing it somewhere it can grow.
Our team of in-house specialists bring decades of experience counselling clients on the right options for them.
Our investment philosophy
Combining art and science
Art and science aren’t words normally associated with investment management, but our philosophy blends both to help you achieve your objectives. We combine modern portfolio management techniques with insights from behavioural finance and psychology. At the same time, our experienced investment managers artfully create a blend of asset classes that – like layers of paint on a canvas – work together to produce compelling results.
We adopt a value-based approach
We don’t judge our effectiveness through comparisons with arbitrary benchmarks. Instead, we look at whether your objectives have been met and you have achieved what matters most to you. That’s when we know we have achieved value for you.
Consistency is key
We aim to ensure that there are no surprises, achieving consistency of returns based on your chosen level of risk and investment time frame. The scientific method we take to investing ensures that our approach is consistent and reliable, with decisions taken based on evidence.
Investment management aligned with your values and objectives
We provide expert, independent investment advice built around what matters most to you.
We offer an extensive range of portfolio options, enabling us to carefully balance the level of risk you are comfortable with and the approach needed to achieve your objectives. We balance return on investment with a return on life, looking at the bigger picture to help you achieve the income you need to live the life you want.
We also offer Responsible Portfolios, designed to achieve your objectives in a way that is aligned with the UN’s Sustainable Development Goals.
Our purpose in everything we do, is to improve your financial wellbeing and give you the financial freedom to make the choices that are right for you and what matters most to you.
What you can expect from us
Service matters
When it comes to managing your wealth, we balance return on investment with a return on life. We look at the bigger picture to help you achieve the income you need to live the life you want.
Clarity matters
Your dedicated financial planner will take you through a step-by-step process to fully understand your goals and to establish which portfolio of investments might best serve your needs.
Choice matters
Our financial planners will help you to understand how much you should invest, plus the level of returns you need and how much risk you need to take, to achieve your objectives. By working in this way, you will feel confident that our recommendations are right for you.
Results matters
High-quality investment management is essential for delivering your financial plan. That’s why we’re very proud of the fact that in our 2020 Client Survey, 87.72% of our clients said that working with us had helped, or would help, them to achieve their financial goals.
For more information on how our investment management team can help you achieve your objectives, visit our specialist Hartsfield Investment website.
Our clients
We take great personal pride in improving the lives of our clients and working with you to achieve financial freedom. Which means we love hearing about our clients’ success stories, and the part we played.
Client stories
This is what our clients told us, in their own words, about what matters to them.
Who do we work with?
Get in touch
If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.
Bristol Office
Cheltenham Office
Wiltshire Office