Investment Planning

The following video outlines the 7 key strategies we use to help clients get the most out of their investments. 


Please note that past performance should not be seen as an indication of future performance, and that the value of investments can fall as well as rise.  Stocks and shares should be seen as a medium to long term investment, for a period of at least 5 years.

One of our key investment philosophies is that investment markets are efficient. Eugene Fama, the Professor of Finance at the University of Chicago Booth School of Business, explains that "In an efficient market, prices fully reflect available information." This is fundamental to why we invest the way we do and the following video graphically illustrates why this is the case.