Strategic. Robust. Effective
Many of our clients are owner managers, whose Financial Planning needs often overlap with that of their business. Moreover, not planning and structuring your business effectively can often have an impact on whether you achieve your personal objectives.
Our services include:
- Remuneration and Tax Structure
- Investment of Business Monies
- Shareholder Agreements and Business Protection
- Exit and Succession Planning
Taking investment risk in order to achieve good returns is normal practice for most individuals. However, what about those who can’t take this risk? What about successful, cash-generative businesses who hold a significant amount of their funds on deposit? Once inflation is factored in, real returns are often disappointingly low.
Our DB Wood Very Low Risk Portfolio aims to achieve a modest return higher than cash over a rolling five year time horizon. Its main objective is to achieve sustainable growth with a strong focus on capital preservation. Crucially, the portfolio is geared to provide consistent and somewhat predictable returns, and by protecting downside risk it offers a highly accessible investment solution.
Charities face unique challenges with respect to the investment of funds under their trust. We aim to help trustees balance their legal duties to invest prudently, whilst ensuring that their investments deliver the income and growth required to fund the charity’s work.
Rather than offering a standardised Common Investment Fund, our solutions are geared to adhere to the same objectives that charities hold dearly. To this end, our Investment propositions are founded upon capital preservation and long term investment horizons, which are often shared as core values.