Investment Philosophy


Our calm and considered approach to investment management comes from years of industry experience backed by our comprehensive research methods

Investment is tailored to each client’s requirements, selected from a full range of collective and direct assets and consistent with a three to five year house view of probable financial asset returns.  We believe time in the market is more important than timing the market but will seek to add value tactically where we see a clear opportunity between price and intrinsic worth.  Clients’ investments are carefully managed to their risk appetite, with a focus on attractive, durable compound returns, whist ensuring sensible diversification.


We’ll start by helping you to articulate your goals and decide what’s important to your organisation. We will ask you to think about this in some detail and may prompt you to consider some areas you haven’t thought of before. This will help us to unearth the information we need to create a detailed financial picture of your organisation.  This is the starting point for our journey together and the first step towards helping you achieve your financial objectives.

We’ll regularly review your portfolio and make adjustments along the way so that whatever happens – be it a financial windfall or set back – your long-term destination stays in sight.

Think of it as a journey from one end of the country to another: your intention might be to reach John O’ Groats, but your route may not be the one you expected when you set off. We’ll help to reach your destination no matter what direction your life takes.

It’s knowing where you’re going – that’s the important thing

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We believe in a truly personal service. Your investment manager will be managing your financial affairs and our investment philosophy will be at the very core of that relationship.

AJ Bell:

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