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.