Investment Services

Working to structure your investments properly – so they meet your needs now and in the future – can feel a daunting challenge.

Your circumstances will certainly be unique but, having built wealth, it’s likely that you’ll want to maintain its value, use it to create some form of income and minimise tax. Any robust investment plan must also be flexible enough to adapt to changing priorities through your life.

Shaping an investment plan needs you to consider what’s most important– both over the short and long term. It’s important to take time to think about what you want to achieve with your wealth. Your own personal circumstances will help you understand what you have available to invest, and when you may need capital available. Some of the main considerations when starting to think about your investments include whether you are planning to buy property, undertake an international move, set aside funds for children or grandchildren, or boost your retirement income.

Analysing your financial needs enables a well-thought through investment plan to be created which help you determine how to use your wealth to achieve your goals.

READ MORE

Contact us

For enquiries or more information:

Full list of services

FAQ’s

All you need to know about our investment services

Why should I invest?

Successful investment strategies allow your money to grow over time, and in line with your own financial plans. When investing, your money works for you, usually holding money in cash leaves little or no room for growth outside of the interest received. Currently interest rates are at low levels, which means that inflation could reduce the real value of your money over time.

Why is investing important?

Investing is a useful financial tool which you can use to help take charge of your financial security. The aim of investing is to enable you to grow your wealth and potentially generate an additional income stream in retirement or for a particular situation or need.

Why choose a managed investment service?

Choosing a managed investment service provides a greater level of security for your capital. Your investment manager will choose and shortlist a selection of investments that aim to give you the maximum level of return, and which are matched to your chosen level of risk.

Global reach

  • Belgium
  • Cheltenham
  • Dubai
  • Exeter
  • Hong Kong
  • London
  • Singapore
  • Worthing
  • UK

Belgium

Belgium

C/o The Nest Work, Ave de Broqueville 12
1150 Brussels, Belgium

– View on Google Maps Contact our Belgium office

Cheltenham

Cheltenham

Pure Offices, Cheltenham Office Park,
Hatherley Lane, Cheltenham,
Gloucestershire, GL51 6SH

– View on Google Maps

Dubai

Dubai

Office 102-104, Level 1,
Gate Village, Building 6,
Dubai International Financial Centre,
Dubai,
United Arab Emirates

– View on Google Maps Contact our Dubai office

Exeter

Exeter

The Senate, Southernhay Gardens,
Exeter, Devon, EX1 1UG

– View on Google Maps

Hong Kong

Hong Kong

Unit 1115, Tower 2,
Lippo Centre, 89 Queensway,
Admiralty, Hong Kong

– View on Google Maps Contact our Hong Kong office

London

London

10th Floor, Nova North
11 Bressenden Place
London, SW1E 5BY

– View on Google Maps

Singapore

Singapore

6 Battery Road #16-04/05,
Singapore 049909

– View on Google Maps Contact our Singapore office

Worthing

Worthing

Crescent House, Crescent Road,
Worthing, West Sussex BN11 1RN
(Use BN11 1RL for Sat-Nav )

– View on Google Maps Contact our UK office

United Kingdom

Worthing (Head Office)

Crescent House, Crescent Road,
Worthing, West Sussex BN11 1RN
(Use BN11 1RL for Sat-Nav )
– View on Google Maps Contact our UK office
8

Dedicated offices worldwide providing financial advice across the globe

Contact

Contact us

For more information on tax, estate and financial planning, contact us on:

Related articles