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andrewsgwynne.co.uk

Team - Andrews Gwynne

http://www.andrewsgwynne.co.uk/our-firm/team

We work as a team of specialists, with each member bringing their own area of expertise to benefit and guide your financial decisions. We work as a team of specialists, with each member bringing their own area of expertise to benefit and guide your financial decisions. Client Account Manager and PA. Office Manager and PA. Andrews Gwynne is authorised and regulated by the Financial Conduct Authority.

andrewsgwynne.co.uk

Experience - Andrews Gwynne

http://www.andrewsgwynne.co.uk/investment/experience

Our reputation has built over 36 years, and we’re proud of who we are. We are well known within the profession and have built up a solid reputation with investment providers. These long-term relationships ensure that our clients have benefited from dealing at the same terms as large institutions with lower ongoing charges. Over the years, we have honed our investment process to make it as simple, focused and efficient as possible. We understand when to be patient and when to act quickly.

andrewsgwynne.co.uk

Investment - Andrews Gwynne

http://www.andrewsgwynne.co.uk/investment

We don’t take chances. Our investment recommendations are cemented in research and planning to safeguard and grow your finances. Our investment process has two key elements; the ‘top-down’ analysis of economic and market trends, and the ‘bottom-up’ analysis of the investment itself. These two routes of analysis ensure that our final investment recommendations are as solid and appropriate as possible. For more information or questions about our investment process, contact us for a confidential conversation.

andrewsgwynne.co.uk

Approach - Andrews Gwynne

http://www.andrewsgwynne.co.uk/advice/approach

We make it personal, so you can look forward with confidence. Our team are with you every step of the way, so you know who’s handling your assets at all times. The key to our approach is the personal service we deliver. You’ll be given one, principal point of contact. This will be a senior member of our team whose job it will be to understand you and your circumstances. Andrews Gwynne is authorised and regulated by the Financial Conduct Authority.

andrewsgwynne.co.uk

Regulatory - Andrews Gwynne

http://www.andrewsgwynne.co.uk/our-firm/regulatory

We are independent financial advisors and discretionary investment managers who act as your agent. We do not act on behalf of product providers, such as insurance companies, banks or building societies. We will only act on behalf of you. We have a duty to provide suitable and sound advice to our clients, even if that means explaining that their expectations are unrealistic. Andrews Gwynne LLP is a Limited Liability Partnership registered in England No. OC322823.

andrewsgwynne.co.uk

Fees - Andrews Gwynne

http://www.andrewsgwynne.co.uk/advice/fees

We are fee based to provide impartial, tailored advice. As a firm, we have long refused to accept commission (except when it’s of benefit to the client), and instead we have always opted to charge clients transparent fees. That’s what makes us different, and that’s why you know you will always get the very best, fair advice. Our approach has produced successful outcomes for more than 30 years. For ongoing investment management, we apply two sets of charges:. Please get in touch.

andrewsgwynne.co.uk

Committee - Andrews Gwynne

http://www.andrewsgwynne.co.uk/investment/commitee

Our committee oversees our entire investment process, meaning our research is thoroughly checked before being implemented into portfolios through investment opportunities. The 5-strong committee is made up of our Investment Managers, including the three Partners, with over 40 years of industry experience. Each member of the committee has different research, investment and portfolio management backgrounds, meaning that your investments will be analysed from every possible viewpoint.

andrewsgwynne.co.uk

Caring for Clients - Andrews Gwynne

http://www.andrewsgwynne.co.uk/advice/caring-for-clients

We want to become you and your family’s trusted financial partner for life, and our level of service reflects that. Our firm values honesty, openness, integrity and trust, which is why we are chosen to act for individuals for long periods of time, often for generations of the same family. When we make a promise, we perform. Fully qualified professionals who will always have your best interests at heart carry out the work that you entrust to us.

andrewsgwynne.co.uk

Performance - Andrews Gwynne

http://www.andrewsgwynne.co.uk/investment/performance

It’s simple. We aim to grow the value of portfolios with proportionately less risk, and we have been successful in achieving this for clients. We do not chase short term performance numbers but rather focus on providing stable long term returns. For our clients, investing is much more a marathon than a sprint, with consistency more important than excitement which, in our experience, can work in both directions. Andrews Gwynne is authorised and regulated by the Financial Conduct Authority.

andrewsgwynne.co.uk

Tax Efficiency - Andrews Gwynne

http://www.andrewsgwynne.co.uk/advice/tax-efficiency

The ever-increasing burden of tax means that tax planning is vital. We give you the facts and help prepare your finances for the future by constantly monitoring developments. A core part of our process is to consider which legitimate tax mitigation options can be applied legally and sensibly. Particularly in the case of Inheritance Tax, our team is well versed in wills and trusts to sensitively handle this and liaise with other advisers on your behalf.