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Personalised Wealth Management and Investment Compnay in Haywards Heath

We are a Investment Management firm, with markedly different asset allocation and investment strategies to the mainstream Fund Managers.

We are not constrained to any benchmarks, each client has their own highly bespoke portfolio meeting their risk parameters and growth / income objectives.

None of our portfolios dropped close to 10% over the covid period, something we are very proud off, given that the mainstream funds had 20% and 30% drops. We work very closely with our partners and clients to ensure that all portfolios are maintained in line with inevitable changes to circumstances and evolving financial objectives, taking a highly active role as investment managers.

We would love to speak to you further about protecting and growing your wealth.

Ad ID:
36668167
Posted:
16 weeks ago
dunstan.harris
Haywards Heath
Joined: Nov 2020