We understand the importance of good, thorough, up-to date research and we can now proudly boast a dedicated in-house research team.

Headed by Dr Ben Peters, the team spends considerable time and resources researching and monitoring the performance of investments and investment funds.  We use a number of excellent financial analysis systems including Lipper Hindsight & Bloomberg to track the movements of funds and markets, which are rare, but essential research tools for an IFA firm.  The results allow us to make fully informed recommendations to our clients.

We pay particular attention to the skills and experience of the fund managers we recommend. Tony, David & Ben have regular fund manager meetings which help them to understand their approach.