We specialise in providing advice in the following areas:
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:
Astute Investment Planning 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.
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.
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.
At Astute Investment Planning 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
You can contact us in the following ways:
By accessing our details via the Member Services section of the Law Society website:
By the SIFA Directory of Professional Advisers:
By post:Astute Investment Planning
Proprietor – Robb Harris
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You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to Astute Investment Planning, 15 Weavers Ring, Angmering, West Sussex, BN16 4AJ.
If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.