Active Wealth

Whether you are an experienced investor or investing for the first time, Active Wealth could be the solution for you. Designed around our core beliefs, Active Wealth brings professional investment management to the forefront of our service. The word Active is key as it refers to investment managers who aim to outperform investment market returns.

This service will be appropriate for clients who wish to concentrate on their investment goals and who may not necessarily wish to discuss their lifestyle goals or aspirations. For example you may wish to produce a defined return on an investment without linking it to a specific future event such as retirement.

By drawing on the expertise of investment managers and structuring an individual investment strategy we can bring you an individual service that will take the stress out of making your own investment decisions. A basic income and expenditure forecast also forms part of this service.

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.