At Margetts Wealth Management our investment philosophy is geared towards providing clients with an investment to achieve their objectives. We do not believe that ‘one size fits all’ and therefore offer a range of investment solutions to meet the requirements of a diverse range of clients.

Our approach to this ‘segmentation’ is broadly based around size of invested funds but in brief we have 3 possible outcomes dependent upon your circumstance:-

  1. Model Portfolios
    1. Margetts Fund Management award winning ‘risk rated’ range of portfolios
    2. Prudential ‘multi asset’ dynamic portfolios
    3. Standard Life ‘MyFolio’ carefully constructed risk-based portfolios.
  2. Discretionary Fund Management (DFM) Solutions, and;
  3. Bespoke solutions – giving you the ability to invest in areas outside of this scope of outcomes above.

Whilst asset allocation is the main contributor to the performance of a portfolio, our investment philosophy also adds value to the investment process.

We have vast experience in dealing with all levels of investment and will create bespoke solutions to fit with your requirements. Our focus is to ensure:

  • Investment Freedom
  • Tax Efficiency
  • Cost Efficiency
  • Security
  • Compatibility for future planning
  • We will always review your current situation to ensure that you are financially secure. This should be the starting point for your financial affairs
    • Wealth Preservation – How Safe is your Money?
      • Is your money institutionally sound?
      • How powerful is the promise to pay?
      • Will you benefit from Investment Protection, for example Financial Services Compensation Scheme?

The value of any investment is directly linked to the performance of the assets you hold and the value can therefore go down as well as up. You may get back less than you invested