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Investing a Lump Sum

We have developed a robust investment advice process that ensures we fully understand your objectives for investing in the first place, combined with assessing your attitude to investment risk.

This is then over-layed by sensible asset allocation and finally suitable fund or fund manager recommendations; followed up by ongoing reviews (should you select this service).

As a firm of fee based financial planners we are not incentivised by attractive levels of commission offered by some financial products - our advice could be to do nothing as your current arrangements are suitable for your needs.