The sustainable difference

Sustainable

səˈsteɪnəb(ə)l/

Adjective:

“Able to be maintained at a certain rate or level.”

A sustainable income is fundamental to enjoying a financially secure retirement.

Knowing that the income you draw from your pensions, investments and savings will fund your lifestyle both now and in the long-term creates a feeling of security and well-being. Allowing you to enjoy retirement, without worrying about your personal finances.

To ensure our clients enjoy a sustainable income in retirement we follow a three-stage process:

Stage one: Financial plan

We start by creating a financial plan, which focuses on where you are now and where you want to be in the future.

It’s about building a timeline from now to the rest of your life, giving you peace of mind that the income you take from your pensions, savings and investments will sustain your chosen lifestyle.

We’ll factor in different scenarios too, ensuring that your finances remain sustainable should events in your personal life, or indeed markets, take a turn for the worse.

Stage two: Investment management

Our investment portfolios are built and managed to meet your objectives.

Our specialist team, based in London, are one of the strongest and most respected investment research organisations in the UK.

Their job is to listen, observe, test and challenge the very best fund managers. This ongoing process ensures we are constantly monitoring your portfolio, testing for any signs of weakness.

Stage three: Sustainable service

Finally, once the financial plan has been agreed, our unique sustainable service kicks in.

All our clients receive:

A quarterly market update
An annual sustainable report measuring agreed key performance indicators
An annual face-to-face review
We also give all our clients access to online valuations, allowing them to closely monitor their investments.

Get in touch

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