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The traditional approach to creating an investment portfolio focuses almost entirely on an investor’s attitude to risk and ignores the other emotional factors at work.

Our investment philosophy approach measures six different aspects of an investor’s personality that relate to their financial behaviour and decision-making. We believe this enables us to develop more effective individual investment solutions that reduce the negative impact on returns caused by investor emotions.

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We offer access to expert financial planning to help you ensure your investments are in line with your wider ambitions.

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