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Investments
We work with some companies with millions of pounds in their pension schemes, at other times we may be acting for the trustees of a child trust fund or helping an individual manage their income in retirement. Good investment advice is essential to protect the interests of the organisation, beneficiary or private client.
Whatever the size of the fund, it is important to establish the client's attitude to investment risk. We use sophisticated computer models from some of the UK's leading firms of actuaries to calculate the optimum asset distribution for our clients - this may be a combination of Equities (shares) in UK and overseas companies, Fixed Interest investments (such as government securities and corporate bonds), Property and Cash.
Once we have agreed what type of assets are appropriate for our clients, we consider how best to gain access to those asset classes - this may be a multi-manager proposition, a bespoke portfolio of active managers and funds, a simple balanced managed fund, a lifestyling solution, a discretionary fund manager or even a combination of indexed funds. The investment style depends to a large extent on how often (or how infrequently) our clients might want to review their portfolio.
When we have matched our client's attitude to investment risk to an appropriate combination of asset classes and we have agreed the investment style which is likely to work best for our client, we use independent research to select the individual fund managers and funds from a universe of more than 2,000 funds available to UK investors.
Finally we consider the most tax efficient wrappers to deliver the best overall investment returns - this could be a combination of unit trusts, open ended investment companies (OEICs), investment bonds (onshore or offshore), individual savings accounts (ISAs), self invested personal pensions (SIPPs), small self administered pension schemes (SSASs) and other investment vehicles.
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Why not call us on 01625 562 000 to arrange a meeting?
Related Services for clients
We are able to help with many aspects of financial planning and legal advice.
What our customers say
"Thank you very much for the way you handled the whole process of my life assurance application.
It is a considerable saving each month compared with the previous insurer, equating to nearly £150 a year, so thank you so much for all your time and your helpful attitude.
We are also very pleased with the saving plan you’ve set up for us, once again demonstrating a much more proactive and positive approach than our previous provider – very glad we came to you!"
Lindsey and James Russell, Macclesfield
"Bradshaw Bennett are knowledgeable and straightforward people to deal with - I was impressed by the careful and structured way that they built my investment portfolio and although markets have fallen, I am kept up to date with the progress of my investments on a regular basis. I am confident that they will continue to look after my investments for me in the future."
Jim, Macclesfield
"We have dealt with Bradshaw Group for many years and I have found them to be very helpful - they provide all types of financial planning advice to the family and to the estate and are willing to go that extra mile to provide a high standard of service"
Lord and Lady Newborough, Peplow Hall