Investment Advice
Building long-term investment strategies grounded in evidence.
Our investment approach is broad-based, low-cost, and aligned with clients’ goals, balancing risk and opportunity.
We provide:
- Portfolio construction using broad-based, low-cost investment portfolios.
- Guidance on risk management aligned with individual objectives.
- Ongoing monitoring and review to ensure strategies remain effective.
- Access to a range of investment types, including:
- Exchange Traded Funds (ETFs), Unit Trusts, Investment trusts and structured products.
- Discretionary Model Portfolio Services
- Socially Responsible Investing (SRI) incorporating Environmental, Social and Governance (ESG) considerations.
Benefit to you
Assurance that their investments are structured to support long-term goals without unnecessary complexity.
Q: I want to invest without unnecessary complexity—what’s your approach?
Our evidence-based investment philosophy focuses on simplicity, low costs, and alignment with your goals. We use diversified portfolios including ETFs, managed funds, VCTs, and ESG options.
Meet our Investment Advisers
Jack Jennings
Independent Financial Adviser
Kazue Drury
Chartered Financial Planner
Gary Nash
Chartered Financial Planner
How Else Can We Help You?
YourPath
Tailored Planning at Key Life Moments
Financial priorities evolve. YourPath is our structured roadmap for transitions like retirement, inheritance, tax changes, and beyond. It connects your situation with the right strategies and services.