Financial Planning Service

Real world client and potential clients of our financial planning service can get a flavour of our investment philosophy by looking at the information on value investing.

The investment options that we use for clients of our financial planning service are listed below.

  • Common stock of all sizes and varieties.
  • Individual bond holdings, normally structured as a ladder.
  • Investment funds and trusts where it is more cost effective to access a particular investment.
  • Commodities especially precious metals
  • Cash
  • Property

If you are considering becoming a client of our financial planning services please review our Services pages and then Contact us.