Wealth Builder

Whatever stage of life you are at, now is the time to start planning for the future. That is why we have included ‘Wealth Builder’ within our service offering as the perfect introduction to investment management.

We recommend a range of Index Tracking Funds sometimes referred to as Passive Funds to provide low cost market or average returns. This is based on our core belief that these investment vehicles best meet the needs of our clients who wish to lay the foundations for their future financial security.

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.