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Investment management Newcastle

Investment management Newcastle

‘Our experienced investment management Newcastle committee provide a non-discretionary investment management service. Our first priority is to determine your attitude to risk and reward, and what you want your money to achieve by establishing your financial circumstances. This will allow us to shape an investment strategy that effectively reflects your needs and aspirations.’

Few people stumble in to financial security and therefore for most people the only way to attain financial security is to save and invest over time. You need your money to work for you, however investors must remember that all investments will involve some degree of risk. The level of risk you are prepared to take, coupled with your objective returns must be carefully considered in order to build the correct investment strategy for you.

Our investment management Newcastle team are ready to help you now.

Risk & Reward

Different people have different attitudes to investment risk and differing capacities for loss. You need to be clear about the degree of risk you are willing and able to accept before undertaking any investment decision. It may be that you have varying attitudes to investment risk across different investment products and platforms, however these will all be assessed and an investment strategy for each of these will be agreed based on the outcome and response to our initial questions.


Individual Savings Accounts (ISAs) can invest in cash or long-term investments such as stocks and shares, including unit trusts, investment trusts, OEICs and some fixed interest securities. The annual investment allowance for the tax year 2023/24 is £20,000 and any amount of this value can be saved in cash, stocks and shares or a combination of the both, with either the same or a different product provider.

Unit Trusts and OEICs

There are a number of investment vehicles available to investors today. Some of these are ‘open-ended collective investments’ and these place the cash of many investors in to one fund, a ‘pooled fund’. Some of these investment vehicles have been set up to invest in shares of various companies. In both cases, these investment vehicles allow the investor to spread the risk that would normally be associated with a single share or investor arrangement.

Government Gilts & Corporate Bonds

Government backed stock, known as Gilts, are loans made to the Government by investors. In return the investor can expect to receive a return, paid annually or at the end of the term, set at inception of the Gilt. Corporate Bonds are similar to Gilts and work in much the same way, however Corporate Bonds are issued by multinational companies as opposed to the Government. They often offer greater returns than Gilts and allow the Company to benefit from cheaper borrowing.

We can help you unlock your financial potential