FINANCIAL ADVICE AND WEALTH MANAGEMENT IN BISHOPS WALTHAM 

We are an Independent financial adviser offering comprehensive advice on all aspects of wealth management and investments. Our location near Bishops Waltham, combined with our expertise, makes us easily accessible and the ideal choice for your advisory needs. 
 
What sets us apart from other advisers in Bishops Waltham is our unique investment approach, which is designed to maximise the potential for improved investment performance. We specialise in managing investments for both individuals and businesses, and we can seamlessly handle your existing investments, ISAs, and pensions. 
 
To demonstrate the value of our services, we have a track record of over 13 years of investment performance. We meticulously document every fund change we have made, providing a complete account of our actions and their impact. This level of transparency allows you to witness the tangible difference our services can make as well as build trust in the processes we adopt. 
WHAT SERVICES DO WE PROVIDE?
It can be useful to have a brief chat to quickly identify the service we provide, our charges and the value we can offer you. 
Schedule a conversation
 

SCHEDULE A CONVERSATION WITH CHRIS DOWNING NOW 

Appointment scheduling through Calendy scheduling 
Free initial Zoom meeting: 30 minutes 
Free initial Phone call: 30 minutes 

WHY OUR SERVICES? 

We distinguish ourselves from other local advisers by taking a proactive approach to our clients’ investments. Right from the start, we realign investments to capitalise on what funds we believe are the best opportunities available in the market at that time. 
 
This involves carefully selecting a set of underlying strategies that we believe will offer growth potential in the upcoming year. This forward-thinking approach considers various factors including underlying economic conditions and specific risks associated with different countries and asset types. 
 
By focusing on areas with growth potential and avoiding those with minimal upside potential, we focus on optimising investment outcomes. To ensure the success of our strategy we closely monitor the market on a daily basis. This hands-on approach allows us to mitigate risk and enhance potential performance. If external impacts require adjustments to our strategies, we are quick to make the necessary changes immediately. 
 
What truly sets us apart is our commitment to adapt and respond to market conditions, ensuring that our clients investments remain aligned with their goals and objectives. We always prioritise the best interests of our clients and strive to deliver optimal results through proactive advice. 
If you are seeking a proactive independent approach to investment management in Bishops Waltham, then we are perfectly placed to advise you. 
 
This proactive service is very unusual, normally advisers are only reactive, which can impact performance and increase risk exposure. 
 
If you are going to pay a financial adviser for their advice, then we believe you deserve the best possible investment outcomes. 
 
This proactive strategy gives you added value as an investor, and we can illustrate how our asset allocation decisions have improved our clients’ investments. 
Benefits of using us
 
 
 
 
 
 
 

CHARITY WORK 

We are a committed financial supporter of charities, currently we support Winchester Young Carers, for children that look after a parent or sibling with an illness or condition. More details can be found here. 
 
Chris our principal was awarded the Mayor of Winchesters Award in 2023 for services to charities. 
 
More details of our charity work and approach to Environmental Social Governance can be found here. 
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