Invest
Wherever your journey begins, we have an investment solution to suit.
We provide independent bespoke financial advice, connecting people to their money with solutions that support a truly wealthy life.
The importance of advice.
Our Investment Philosophy
We believe that asset allocation drives investment outcomes.
We focus on investing over the long term as we know that this will outperform short-term approaches.
Diversification can reduce risk and provide an expected return. Asset class investing provides a range of diversified assets. Asset types that are non-correlated provide protection in volatile markets.
Return is the reward for the risk you are willing to take. Risk and return are important to achieve financial outcomes.
Over time, value and small stocks, key drivers in factor investing, are expected to outperform growth and large stocks. We prefer exposure to value and small stocks but recognise the need to balance a portfolio and account for varying periods of outperformance with the inclusion of large and growth stocks.
An exposure to alternatives can provide a hedge against market uncertainty. Between investments such as hedge funds, private equity, natural resources and real assets, investors can keep their portfolios performing well during times of economic downturn.
We integrate Environmental, Social, and Governance (ESG) and Socially Responsible Investment (SRI) principles into our investment strategy. We believe it is possible to achieve strong returns while also making a positive impact.
We believe that investments can be nurtured and grown. Providing solutions for all investors is an important aspect of raising financial capability. We do not discriminate in the size of our client’s investment. We have a solution that can suit their needs or those they care about.
Financial challenges can affect people at any age and stage of their life. We believe that providing the right tools, information and resources can help people make the right financial decisions to become financially independent. We believe we can help to raise financial literacy and capability.
What to expect
We follow a five-step advice process which enables us to understand your situation, objectives, and goals. We gather financial information that we analyse, creating a bespoke financial plan and investment strategy. This process is collaborative, and we ensure that you understand and are comfortable with the recommended solutions. We monitor the investments and provide regular reviews and reporting.
How we invest.
Our Approach
At CP Wealth, we aim to provide you with efficient, risk-adjusted real returns that take into account taxes, costs, and inflation. We prioritise your investment preferences, income needs, and liquidity requirements when developing our investment solutions.
Our approach includes a balanced mix of passive, systematic, and active assets designed to perform well in various market conditions.
CP Wealth is dedicated to achieving strong financial results while making a positive impact on society and the environment. We believe that responsible investing is not only possible but essential for a sustainable future.
Ready to learn more?
Find out how CP Wealth can help you achieve your goals by talking directly to one of our friendly Financial Advisers.
