Allan Investment Management  >  Investments

Investments

Our role, as Independent Financial Advisers, is to help you choose investments which fall within your risk parameters and are suitable for your short and long-term financial planning objectives. Our core mandate is to understand exactly what our investors need before creating a bespoke investment strategy for them.
"Our investment strategy is to maximise
returns while minimising risk"

Investment Process

There are numerous ways money can be invested, be it through ISAs, cash deposits, bonds, securities, gilts, corporate bonds and trusts (to name but a few). After an assessment of your needs we can find the most suitable product(s) for you and will follow a clear defined Investment Process in order that your objectives are strictly adhered to. In short, we will help you determine an investment strategy appropriate for your needs, and use the investments best suited to your attitude to risk and tax position. Our advisers have a combined 83 years in financial service and our clients will benefit from;
  • Quarterly Asset Allocation updates
  • Regular Investment meetings
  • Portfolio Diversification (sector and geographical)
  • The best research analysis tools available

Research and Analysis

We invest heavily in research and analysis to ensure we offer you the best possible service. We know the past isn't a reliable predictor of the future, and we appreciate that many events run in cycles, making following the herd very dangerous. What's more, we have a strong record of successfully beating many of the indices we track.

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