FINANCIAL ADVICE AND WEALTH MANAGEMENT IN STOCKBRIDGE 

As an independent financial adviser, we provide advice on all forms of wealth management and investment advice. Located near Stockbridge, as well as our expertise, makes us both conveniently accessible to you, as well as the perfect adviser for your wealth management advisory needs. 
 
What sets us apart from other advisers is our unique proactive approach to advice, which aims to enhance the potential for improved investment performance. We specialise in managing investments for both individuals and businesses alike and we can easily take care of any existing investments, ISAs, and pensions you may already have in place. 
 
One of the ways we demonstrate the value of our services is through our thirteen years of historical investment performance. We maintain a detailed record of every fund change we have ever made, providing a complete account of what we did and its impact. This transparency allows you to see the added value our services offer. 
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 differentiate ourselves from other advisers in Stockbridge and surrounding villages by taking a proactive approach to our clients’ investments. From the beginning, we reposition our clients’ investments to align with an asset allocation that we believe offers the best opportunities in the market at that time. This involves adopting a carefully selected set of underlying strategies that capitalise upon growth in the market in the coming year, while controlling risk and volatility. 
 
Our approach considers various factors such as underlying economic conditions and specific risks associated with different countries and asset types. By focusing on individual areas with growth potential and side stepping others, that offer minimal upside potential, we aim to optimise investment outcomes. 
 
To ensure the success of our strategy, we closely monitor the market daily. This hands-on approach allows us to reduce potential risks that have arisen and enhance potential performance. If at any point our strategies need to be adjusted due to external impacts, we are quick to make the necessary changes. 
 
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 prioritise the best interests of our clients and strive to deliver optimal results. 
This proactive service is unusual, normally advisers are only reactive. 
 
If you are going to pay a financial adviser for their expertise, then you deserve the best possible outcomes. 
 
Our proactive strategy gives you added value as an investor, and we can clearly 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 supporting 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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