Same Investments with Lower Costs… Speak with us today Providing ongoing Portfolio Management Services
in an Ethical manner for our global clients
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and for the future.
Speak with us today We provide advice and services for investing in a sustainable and ethical manner.
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Complaint Resolution Service

Have you suffered a financial loss due to mismanagement of your Offshore portfolio or policy?

Our Complaints Resolution Service may be able to assist you in gaining financial compensation.

No Win = No Cost

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April 2021 Update – Sustainable Ethical Allocation Portfolios

A positive month all round for the Sustainable Ethical Allocation Portfolios…..

Please read our monthly update on the underlying performance of the portfolios plus a brief summary of the Baillie Gifford Positive Change fund, which we will be providing a focused review on later this month.

Savings plans

A Regular Savings Plan… or A Savings Trap

Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…

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2020 – A year to forget….. or a year to remember..?

2020 was a challenging year for all….. we review the performance of the Sustainable Ethical Allocation Portfolios and how they compared to their peers

Sustainable Ethical Allocation Portfolios

As part of our Portfolio Management Service we offer guidance on the management of 3 different risk controlled, diversified model portfolios.

Read our Monthly Performance Reports

Find out how the portfolios have performed

Features

The latest news relating to Investments, Taxation, Retirement and Regulatory Changes.

BG Scottish Mtge news

Scottish Mortgage Investment Trust Betting on Long Term Growth

Baillie Gifford’s James Anderson, Tom Slater and Lawrence Burns discuss three areas where they are heavily investing into for long-term growth in the Scottish Mortgage Investment Trust.

Scottish Mortgage

“Investment management is irretrievably broken” – Scottish Mortgage Investment Trust

James Anderson shares his blunt views on the investment management industry in his final review as manager of the Scottish Mortgage Investment Trust.

panic

Turmoil hits the markets again…. Will this provide another opportunity for longer term investors..??

After yesterday’s global market falls, is this the start of the end for investors..?? Or once again, an opportunity to take advantage of a bad situation.

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Baillie Gifford’s McCombie: “If you want to outperform every quarter, don’t invest with us”

Baillie Gifford’s Iain McCombie says even if value does have “its day in the sun”, he will still be sticking to finding the few exceptional companies with strong fundamentals that drive stock market returns.

Digital-Innovation-Hub

A top performing fund manager explains why innovation alone is not enough

Innovation isn’t just about investing in speculative companies without earnings, explains Matthew Page, co-manager of the top quartile Guinness Global Innovators fund.

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Back to life, back to normality: Why there’s still some way to go for undervalued shares

Saracen Fund Managers’ Graham Campbell explains why value stocks could continue to outperform, even after some strong recent gains.

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The Importance of Investment Timeframe

Time in the Market…… not timing the market.

It is so important that investors understand the importance of having the appropriate timeframe for achieving their financial goals & investment objectives.

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Sustainable Ethical Allocation Portfolios – Quarter 1, 2021 Update

The Sustainable Ethical portfolios have struggled so far this year….. is it time to abandon the quality E.S.G. & Socially Responsible Investing approach that we promote..??

We provide ongoing professional investment management services for our global clients

Sustainable Investing using Ethical Business Practices. Let our experienced consultants speak to you about a personalised plan to:

  • Implement a flexible, personalised wealth management strategy
  • Reduce your investment costs so more of your money stays in your pocket
  • Avoid costly and inflexible structures
  • Receive personal communication from your dedicated consultant to ensure that your goals & financial objectives are being met
Ethical Offshore Investments

Request a consultation appointment.

Looking for a Financial Advisor who can guide your through the steps needed to secure your future? We are ready to help…