Investments

Investment Advisers based in Worthing, West Sussex

Our investment specialists can create bespoke portfolios tailored to your individual needs.

Our Worthing Investment Adviser team currently manages more than £325 million for over 1,500 clients. We have been trading since 1988. We are independent and impartial advisers, owned 100% by the directors, with no outside shareholder interests. This means putting the client’s needs first – rather than a 3rd party – is at the core of what we do.

Our investment process

Investment committee

Our investment committee meets every quarter to review the investments we recommend. We review the performance of every fund or investment during these meetings to ensure we are still happy to continue to invest our client’s money into these various holdings, and the funds that no longer meet our criteria are removed from our approved list of funds.

When creating an investment portfolio, we have a 5 stage process.

  1. Free First Meeting at our offices in Worthing – At this meeting we will discuss your current situation, your objectives and what you are trying to achieve.
  2. Assessing your attitude to Investment Risk – During our meeting we will find out about your investment experience, what you feel comfortable with and what you don’t. We will also use the latest psychometric questionnaires to assess your tolerance and attitude to investment risk.
  3. Design a bespoke portfolio for you – Using all the information we have gathered we will then create an individual portfolio that aims to fulfil your objectives. We use modern portfolio theory that financial professional’s have been using for over sixty years to create a diversified portfolio of assets that aims to produce the maximum return for a given level of risk.
  4. Set up your Portfolio – We will open an investment trading account or platform as they are often called and set up your investments for you.
  5. Regular reviews – Its important to review your portfolio on a regular basis to ensure it is still suitable for you. We will take into account your changing circumstances and objectives at these reviews.

Speak with our financial planners today

Latest Investments news & case studies

Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

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Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

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Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

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Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

Read More

Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

Read More

Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

Read More

Daniel and Julie need to release some equity from their property

Daniel and Julie are both 77 years old, retired and own their own home in a private estate in Angmering. Their house is worth around…

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