Investment Planning
Through our advice process, we can find the best strategy for your circumstances, at a risk level that feels right for you and that meets your aspirations.
Growing what we have, investing in our future.
We all want to build our wealth and achieve great things for ourselves and our family – and investment can help us achieve that.
A tailored investment portfolio is key to building your wealth and achieving your goals for the future. Together, we can find the right strategy to meet your needs and aspirations, at a risk level that feels right for you.
Our investment philosophy
Our investment philosophy is built around you, your money, and the most valuable asset of all – time. We believe that giving you back precious time to spend doing what you love, with who you love, is the most valuable thing we can possibly help you achieve.
Devising a bespoke investment strategy that suits your needs is the best way to do just that. Whether you’re investing for your children’s future, or making your first contribution to a pension, we can help you make the most of every opportunity that presents itself.
Your investment portfolio
Investments can offer both risk – the value of your investment can go down, as well as up – but also the potential for greater returns. Working together, we will find the perfect balance for your portfolio depending on what you have to invest, what stage of life you’ve reached, and what you’re trying to achieve.
Creating the right investment portfolio is an excellent first step, but maintaining it over the years plays a vital role in securing your financial future. Times change, and with them the financial markets; at Aureus Wealth Management, we provide ongoing advice and regular reviews to keep your investments on track.
We specialise in the following areas:
- Stocks and Shares ISAs
- Unit Trusts
- Open-Ended Investment Companies (OEICs)
- Investment Bonds
- Structured Products
- Exchange-Traded Funds
- Venture Capital Trusts
- Enterprise Investment Scheme.
We can also refer you to discretionary fund management companies we work with, should this be of interest to you.
The value of investments and the income they produce may go down as well as up. You may get back less than you originally invested.
