Investments

We believe passionately about providing low-cost and easy to understand investment strategies.  Where it is suitable, we offer risk controlled passive portfolios under our Horizons brand.  There are 15 portfolios Horizons portfolios with risk ratings from 1 (low) to 5(high) and time periods short, medium and long.  These portfolios work in ISAs, pensions and general investment accounts.  These have historically met or exceeded their benchmarks.  We have a full time team dedicated to keeping portfolios in balance and our investment committee meets quarterly to ensure all strategies remain appropriate. 

Please email us or call on 01273 921990

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We know that no two people are the same so we give investment advice that reflects your experience and your attitude to risk, so that we can help you choose the right investments for you.

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