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home our processes our investment philosophy why use us? news contact us copyright disclaimer terms & conditions privacy policy provides independent investment advice to clients of professional firms. we specialise in providing advice in the following areas: nursing home fee planning estate planning, utilising nil rate band discretionary will trusts, loan trusts and discounted gift trusts investment portfolio planning for tax efficient income, capital growth or a combination of the two advising trustees of all types of trusts including personal injury trusts advising attorneys including matters which are under the jurisdiction of the court of protection lifetime mortgages and long term care insurance we are members of sifa (solicitors independent financial advice) which is an organisation recognised by the law society and the financial services authority. we have also joined the sifa professional initiative which assists solicitors who are seeking to enhance their client proposition by utilising financial services as a member of sifa we have demonstrated that: we are totally independent we offer the facility for clients to pay for the advice by fees we possess advanced technical qualifications we have previous and current experience of working with solicitors is listed on the sifa directory of professional financial advisers www.sifa-directory.info which has been endorsed by the law society and is accessible via the member services section of the law society website. at the outset of the client relationship we will: for individuals establish their personal and financial circumstances establish their financial objectives ascertain the level of investment risk they feel comfortable with for trustees establish the aims and objectives establish whether there are any special preferences and constraints establish the risk profile and time horizon ensure that the trustees meet the investment management and related aspects of the trustee act 2000. this includes the construction of the trustee statement of investment policy which is a legal requirement individuals and trustees will receive a personalised report which details the specific recommendations based on the agreed objectives. following the implementation of the recommendations a regular review strategy will be agreed and established. investment philosophy it is now no longer possible to achieve an effective investment strategy by investing in equities and bonds alone. investment diversification has taken on a new dimension and a balanced portfolio will contain a wide range of asset classes which are as loosely correlated as possible. broadly speaking there are two contrasting styles of fund management. there are those that advocate the passive approach which is where the investment is designed to track the markets and there are those that in contrast, have an opinion that active management is superior as this style aims to outperform the index. we believe that both of these techniques can be utilised together to maximise the differing management strategies. after ascertaining our clients' financial objectives and appetite for investment risk we will construct an appropriate investment portfolio which will satisfy these requirements. we increase investment diversification and hence reduce risk, by using multi-asset multi- manager funds as the core holding around which individual funds can be utilised where practical. the portfolio will retain a high degree of flexibility so that any alterations can be made as the clients circumstances dictate. regular reviews will be conducted to ensure that the portfolio continues to meet with the client’s agreed financial objectives and aims. why use us? at we recognise that professional firms now increasingly want to ensure that their clients receive high quality advice which will reflect well on themselves. we help firms achieve this by providing bespoke professional investment advice to their clients. our annual review procedures ensure that we maintain regular contact with our clients and this in turn ensures that we are well placed to co-ordinate their legal and financial affairs. our advice is totally independent, impartial and tailored to suit the personal needs of our clients. we are directly registered with the financial services authority. we are not tied to any bank/building society/life assurance company and we are not part of a network. at all stages of the client relationship we will provide copies of relevant correspondence to the referring firm and we actively encourage that the client contacts the referring firm to discuss any changes in their personal circumstances. we enjoy long standing relationships with professional firms and our clients and we are happy to supply testimonials if required contact us you can contact us in the following ways: by accessing our details via the member services section of the law society website: www.lawsociety.org.uk/productsandservices/benefits/sifa/sifa.page by the sifa directory of professional advisers: www.sifa-directory.info by email [email protected] by post: 15 weavers ring angmering west sussex, bn16 4aj by telephone 01903 771129 proprietor – robb harris copyright notice this website and its content is copyright of - © 2010. all rights reserved. any redistribution or reproduction of part or all of the contents in any form is prohibited other than the following: you may print or download to a local hard disk extracts for your personal and non-commercial use only you may copy the content to individual third parties for their personal use, but only if you acknowledge the website as the source of the material you may not, except with our express written permission, distribute or commercially exploit the content. nor may you transmit it or store it in any other website or other form of electronic retrieval system. disclaimer the information contained in this website is for general information purposes only. the information is provided by and whilst we endeavour to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. any reliance you place on such information is therefore strictly at your own risk. in no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of or in connection with the use of this website. through this website you may be able to link to other websites which are not under the control of . we have no control over the nature, content and availability of those sites. the inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them. every effort is made to keep the website up and running smoothly. however, takes no responsibility for and will not be liable for the website being temporarily unavailable due to technical issues beyond our control. terms and conditions of website usage welcome to our website. if you continue to browse and use this website you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern ’s relationship with you in relation to this website. the term or “us” or “we” refers to the owner of the website whose address is 15 weavers ring, angmering, west sussex, bn16 4aj. the term “you” refers to the user or viewer of our website. the use of this website is subject to the following terms of use: the content of the pages of this website is for your general information and use only. it is subject to change without notice. neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, perf

URL analysis for astuteinvestmentplanning.co.uk

http://www.astuteinvestmentplanning.co.uk/#copyright
http://www.astuteinvestmentplanning.co.uk/#privacy
http://www.astuteinvestmentplanning.co.uk/#why
http://www.astuteinvestmentplanning.co.uk/#contact
http://www.astuteinvestmentplanning.co.uk/#home
http://www.astuteinvestmentplanning.co.uk/#processes
http://www.astuteinvestmentplanning.co.uk/news/
http://www.astuteinvestmentplanning.co.uk/#investment
http://www.astuteinvestmentplanning.co.uk/#disclaimer
http://www.astuteinvestmentplanning.co.uk/#terms-and-conditions
lawsociety.org.uk
thebrandsurgery.co.uk

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SERVERS

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  ARGS astuteinvestmentplanning.co.uk

  PORT 43

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DISCLAIMER
This WHOIS information is provided for free by Nominet UK the central registry
for .uk domain names. This information and the .uk WHOIS are:
Copyright Nominet UK 1996 - 2017.
You may not access the .uk WHOIS or use any data from it except as permitted
by the terms of use available in full at http://www.nominet.uk/whoisterms,
which includes restrictions on: (A) use of the data for advertising, or its
repackaging, recompilation, redistribution or reuse (B) obscuring, removing
or hiding any or all of this notice and (C) exceeding query rate or volume
limits. The data is provided on an 'as-is' basis and may lag behind the
register. Access may be withdrawn or restricted at any time.

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NSERVER

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