Our unique and personalised Approach to Managing your Investment
We understand that no one investment company has a monopoly of investment expertise and therefore adopt an effective solution to this problem.
In conjunction with some investment partners we undertake rigorous research in all areas of investments to ensure the chosen product is the most suitable for you:
Our role is to:
• Select a range of the best investment managers and investment funds
• Monitor the manager / fund to ensure they remain focused
• Change manager / fund if this becomes necessary
• Give clients diversification of risk by selecting managers and funds with different investment styles
While we search the whole of the market for the best product for out clients we have included some of our recommended investments partners below:
Aberdeen
Artemis
Blackrock Merrill Lynch
Cazenove
Fidelity
HSBC
Invesco Perpetual
Jupiter
Liontrust
M & G
New Star
Newton
Schroders
Threadneedle
Bevington Evans & Associates Ltd are an appointed representative of Mulberry Wealth Management Ltd who are Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. 04675194. Registered Office: 63 Clive Road, Cardiff, CF5 1HH
FSA Firm Number: 224351 |