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Our Investment Principles

We understand that our business only exists to serve the interests of our clients. Our primary aim is therefore to put you, the client, at the forefront of all that we do.

Our Investment Principles

Knowing my clients

Knowing my clients

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Diversification

Diversification

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Long-term investing

Long-Term Investing

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Tax Efficiency

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Quality of service

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Raymond James, Nascot Wood always seeks to put our clients first. This is at the heart of everything we do

At the outset, we put great importance on seeking to determine what you want to achieve from your investments. What is their purpose and how much risk is appropriate to your circumstances? Our initial meetings will be structured to build a picture of these parameters. We discuss with you what you could expect to achieve and ensure that your expectations are aligned to a realistic set of outcomes.

There is no charge for an initial meeting and any future charges will be agreed before you invest.

We then use our thirty years of investment experience to create a portfolio that is bespoke to you.

You will receive a formal portfolio valuation every quarter. For discretionary clients, this is supplemented by a personal letter from the investment manager every six months. This letter is designed to summarise the performance and any changes to your portfolio. It acts as a focal point for our review meetings. These can take place at your home, your place of work or, if preferred, at our offices.

Online Account Access

You also enjoy online access via our Client Portal, Client Access. This provides you with a convenient way to access all your Raymond James accounts, placing your investment information at your fingertips.
Raymond James Client Access enables you to view your holdings, valued at the previous business day’s closing price, detailed at the account level as well as with a consolidated total where you have multiple accounts.
You are also able to view transaction information for the last two years, including any cash transactions such as buys and sells, cash dividends and cash transfers.

Client Access provides you with the most up-to-date information on your Raymond James accounts an easy-to-use format – 24 hours a day, 7 days a week – via any computer, smart phone or tablet.

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Knowing My Clients

At the outset of our relationship we set out to understand what our clients aim to achieve through investment and discuss what might be reasonably achieved. We seek to develop an insight into the appropriate level of risk that matches their circumstances and once we are in agreement we construct a portfolio, bespoke to that client, that is designed to achieve the desired outcome.

Diversification

Diversification is a vital tool to reduce the volatility from within your portfolio. A wide mix of assets reduces your vulnerability to individual underperforming securities or asset classes. However, ‘overdiversification’ can limit your returns too. We seek to choose investments which satisfy a number of criteria and we avoid those that contain risks which we find difficult to understand. We aim to choose holdings in high quality securities and asset classes from the outset which combined, reduce the overall volatility but still offer good opportunities for capital and income growth.

Long-Term Investing

We believe that the best outcomes are likely to be achieved by recognising that investment is a long term activity. We seek to invest at the outset in securities which we believe can be bought and held for many years. Whilst this is not always possible as companies’ prospects can change, we aim so far as possible to create stable portfolios that require few touches to the tiller. We believe that constant tinkering to portfolios is unlikely to optimise long term returns.

Tax Efficiency

Taking advantage of ISAs and utilising Capital Gains Tax annual allowances all help to improve the returns to shareholders by minimising the amount taken by the taxman. As part of our discretionary service, we take responsibility for utilising these allowances on your behalf.

Quality of Service

We believe that clients, whilst keen to achieve their investment aims, are also seeking a high level of service. Our aim is to be attentive to the requirements of all our clients, to report regularly the progress against the investment aims and to be available as much or as little as required to discuss any and all aspects of their investments.