Providing investment research expertise

Investment research expertise

At Goldsborough Wealth as independent financial advisers (“IFAs”), we understand that building an investment portfolio can be a complicated process. Nowadays, there are so many funds and products on the market, it can be difficult to choose the right ones, however, unlike some other low-cost internet based investment propositions, we are here to support and provide our clients with investment research expertise and advice.

When creating a portfolio, we strongly believe that it is vital to spread investment across

the various asset classes (e.g. cash, equities, property and gilts) whilst addressing each client’s attitude to risk and reward.

Stock market volatility over the last few years has led many investors to question the value of investing in equities compared with other types of assets, such as cash and gilts. However, stock markets have experienced and survived difficult times and although past performance is not a guide to future performance, for those in it for the long term, the rewards could be considerable again.

We provide clients with a detailed analysis of their needs and circumstances to determine where they should spread their investment and will then review that portfolio in line with investment objectives.

The Goldsborough Wealth Planning Service provides clients with access to a variety of Exchange Traded Funds (“ETFs”), for example iShares; collectives (unit trusts, investment trusts, OEICs); managed funds and direct assets, meaning that with our help clients can ensure that investments are spread over various asset classes with varying degrees of risk as appropriate. This technical capability, coupled with product knowledge and fund expertise, we believe enables us to make the complicated process much simpler.

We have access to a range of competitively priced collective investment funds (unit trusts, offshore funds and OEICs) .

If you would like to know more about the services we offer, please contact us at:

The value of investments can go down as well as up and you may not get back the full amount you invested.

Want to know more?

Call us for a friendly chat on 01423 623 196 or email: