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welcome
Our investment philosophy
Our investment philosophy

Maximising your chances of investment success and meeting your life goals comes down to these important factors:

1. Faith in the future

2. Patience

3. Discipline

4. Asset allocation

5. Diversification

6. Rebalancing

Using the correct tax structures and intelligent low cost investment strategies is important.

We seek to avoid complexity - as this just adds cost.

We aim to:

 

1. Keep investment costs right down

2  Reduce tax

3 Choose the asset allocation right for you

4. Rebalance your portfolio annually – otherwise the risk levels alter

5. Adopt buy and hold strategies - as the alternatives cost an arm and leg (we have Nobel Prize winning research to back that up)

 

The Financial Services Authority does not regulate Tax advice.

 

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Wishart Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 469955

The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.