Whilst our investment process cannot offer our clients any guarantees regarding returns, we believe it does offer them simplicity, low costs and as good a chance of achieving their investment objectives as any known alternative.
We believe that any investment portfolio should have specific aims and serve a specific purpose in the context of your financial plan, but equally, we feel that investing should be an enjoyable experience, so this is exactly what we endeavour to provide - we want our clients to understand, be involved in and enjoy our work together, whether that be in respect of their investment portfolio specifically or their financial planning in general.
To recap and summarise Chamberlyns approach to investment and the benefits for our clients:
- We try to provide our clients with a successful investing experience in order to help them achieve the financial future they aspire to
- We have a principled, unbiased and forward-thinking approach to investing, which makes no attempt to predict the future
- We work with you to establish and maintain the ideal asset balance for your portfolio, in order to help you to attain your desired investment returns in accordance with your personal circumstances, objectives and risk profile
- We have access to passively managed, institutional asset class funds, to which only a select group of advisory practices in the UK have been granted access and which are not usually available to retail investors. These funds aim to capture market returns in a very cost-effective manner, as well as the additional returns which are available from 'value' and 'small' company stocks
- We use modern methods to monitor and maintain your investment portfolios, simplify your affairs and improve your all-round financial organisation
- We do not want our clients to be 'average' investors, who have the same uncomfortable and disappointing investment experiences as so many people do, which is why we are committed to providing the best available solutions and the ongoing support needed to help you maintain investment discipline through both good and difficult times
- As professional financial planners, we are proud to have an investment philosophy which is based on academic research and practical experience of the nature of financial markets, not marketing material or financial incentives handed out by active fund managers. We think this demonstrates our commitment to working only in our clients' best interests
We hope you have found the Investment section of our website interesting, informative and thought-provoking and if you would like to discuss your investment or financial planning requirements with Chamberlyns, please feel free to contact us.