Granite Coast

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SOPHIE

UNICORN-LOVER
SCHOOLGIRL
INVESTOR

Investment Strategy

The choice of investment strategy depends on your requirements. We will work with you to find the best fit in terms of personal values, exposure to risk and financial goals.

 

Our portfolios can be used within many pension, ISA, investment bonds and other investment products.

 

We have a mix of active and tracker investments, which allows us to minimise the costs to you. We meet fund managers face to face and only invest in what we understand. Our research is continuous and we always strive to find the best fund managers and asset classes for our clients.

"He arranged my investments through a difficult relationship break up when I was worried I might not be able to manage. I feel totally looked after by this very skilled portfolio manager and trust him implicitly." Janey