CAPITAL PROTECTION AND GROWTH
Your portfolio of investments is highly researched to give good growth prospects while remembering the golden rule of protecting your capital. I prefer to buy fewer investments, rather than invest in more than I can keep track of. This tailored personal service in highly researched investments means you can achieve good growth without spending too much time worrying what to invest in.
ALIGNED INTERESTS
I believe that successful long-term relationships are built on aligning interests. This is reflected in a management fee based only on performance, and also the fact that I only invest clients into investments I personally own too.
BUSINESS OWNERS AND FAMILY OFFICES
I work with sophisticated investors who are typically self-made business people looking to protect and grow their hard-earned capital. Many of my clients come from a similar owner-manager background, or family offices, and appreciate my insight and experience in both investing and the business environment. The following account types are possible: Company (UK plus some other countries), Personal, ISA, Pensions (SIPP, SASS), and Trusts.
INVESTMENT TIMESCALES
By taking the long-term view, investors are at an advantage because we can use the stock-market dynamics and distractions to our benefit. With research we can spot the commercial potential of a business to grow to its real value, and we are not just dependent on a quick buy-and-sell culture. By holding stocks for longer, we also reduce the number of trades required. For that reason I prefer to work with investors who have a 3-10 year investment timescale and beyond. Your money is not locked in, but you should plan to be patient, and think long term.
FCA AUTHORISED STRUCTURE
I work through a consultancy agreement with Credo Capital plc. This allows me to focus on investment research and client relationships, whilst Credo cares for all of the administration, regulation and systems required. So as the client your contract is with Credo, but I am responsible for working with you and managing all your investment decisions. Credo works with Pershing, one of the finest custodians in the world, to ensure your assets are secure.
ACCOUNT SIZE
Ideally you will invest a minimum of £250,000 or have the capacity to reach that level once you are comfortable with our working process and the partnership we establish.