Investment advice

We work in partnership with globally recognised and respected wealth managers to provide you with sophisticated asset allocation, discretionary portfolio management and related financial services on specially negotiated terms. Our partnership with these firms complements the planning work we do for you, and your life goals and financial planning drive the investment process.

At Chester Rose we believe in approaching financial planning from all angles and for this reason all advisers have completed advanced training in Life Planning. Life planning is essentially a holistic approach to financial planning that leads with the person, not solely with the finances. We endeavour to understand a client’s fundamental goals, and aspirations, through a process of structured inquiry, prior to discussing investments and retirement plans.

We increase the probability of you achieving your goals. We show you in easy to understand terms your progress towards these goals through our regular review meetings. We encourage and support you in the decisions that you make and are never pushy. Our clients always understand what they are doing and why. We have a unique low cost investment philosophy and educate our clients about money and wealth to help them avoid mistakes that destroy capital. We are responsive and near at hand when required, and trusted to provide friendly, non-judgemental financial advice.