INVESTMENTS

As head of our Wealth Management team, Richard Armstrong, has over 19 years experience in the Financial Services sector. 

By evaluating your attitude to risk and need for income, growth or a combination of the two, we run a range of 'model' portfolios to maximise your potential investment returns across a well diversified range of asset classes and tax vehicles.

“Investments come in many forms and it is not only about the Stockmarket. It is important to understand what risk you are prepared to take and for your investment portfolio to be reviewed on a regular basis. The right advice over time can make a big difference between good and poor returns on your investment.” .….Richard Armstrong

Wrap Account
We use a “Wrap Account” to hold and manage our clients' investments and pensions.  A wrap account is an Internet based investment account that enables investors to view all their assets in one place and on one software platform. Within a wrap account one’s whole portfolio of pensions and investments can be analysed and quantified according to monetary value, tax treatment, product type and asset class - a genuine wealth management facility. With a click of a mouse, one is able to deal on-line, consolidate all your investments and check your portfolio 24 hours a day from one central source. For a demonstration please click on Wrap demo. The User ID is '10611249' and the password is 'password'. Please note that it is a demonstration site only.