Personal financial strategies
Finding solutions that others miss
At the heart of the Truestone Asset Management service lies the firm belief that successful financial advice cannot be mass produced.
We believe that arriving at a long term financial strategy is an intensely individual process requiring clients to address their personal concerns and aspirations and plan for what they really want out of life. And what’s more it’s the ongoing process of monitoring progress and adjusting previous plans that really matters if you want to reach your goals.
At Truestone we work with clients who are looking for:
- An open and honest relationship based on trust and not clouded by financial jargon or biased by product based sales targets
- Guidance, advice and a long term strategy that is tailored to meet your stated personal and financial objectives
- A deep understanding of financial markets that is applied in a considered and intelligent manner
Our consultants are hand picked because of their expertise, experience and commitment to client service. We do not hide behind a ‘large corporate’ mentality; we know we have to work cleverly and collaboratively on your behalf. By doing that and by taking the time to listen to you we believe we can find solutions that others miss and make a real difference to your financial affairs.
Independence
The advice you receive from Truestone is entirely impartial and independent. We are not tied to the products of any specific set of insurance, pension or investment companies. That means we are able to scour the whole market to find the most appropriate financial solution for you.
The Truestone approach to asset management is both thorough and scientific. We strive to avoid the internal biases found within the wider asset management industry. Using detailed research we have been able to build our own proprietary asset allocation model for portfolio management.
We know our clients expect us to work harder and smarter to help them reach their personal financial goals. That is why we have built the model to include alternative investments such as gold and other commodities or natural resources as well as more traditional stocks, bonds, cash and property that would form an investment portfolio. We also recommend a broader range of property based assets including investment in ground rents and student accommodation. By selecting from a wider range of asset classes we believe that we create a more balanced approach to managing wealth; and as a result, a greater likelihood of delivering the profits that will realise your long term objectives whilst taking a lower level of risk.
Socially motivated investment
More and more of our clients recognise that wealth brings its own wider responsibilities and wish to allocate at least part of their portfolio to companies and investments with social objectives. These are investments that deliver a ‘double bottom line’. They offer a good potential return on capital whilst at the same time help to make a real and positive impact on the environment and other peoples lives.
Whatever your particular area of concern, be it, fair trade, social housing, education or protecting the environment to name but a few Truestone are able to offer advice on a range of carefully selected ethical and socially motivated investments that can be blended into your portfolio.
Philanthropy
Many of our clients are generous, giving to charities both in the UK and internationally however for most people ‘giving’ is an emotional response and often spontaneous. Truestone provides a well researched and structured process for charitable ‘giving’, screening charities for good governance, administrative capability and impact of each pound given.
Call Truestone Asset Management on 0845 362 8425 to talk to a consultant or email assetmanagement@truestone.co.uk.
