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Edwards Securities

Overview:

Edwards Securities invests clients money directly into stocks, shares and bonds, building a portfolio that matches your risk and return requirements. We rarely use unit trusts or other collective investment vehicles which have a way of increasing your fees rather than your performance.

We take risks. We see that as our job. Risk means that by investing your money we may lose some of it. But conversely if successful we could make you money.

In these risk-adverse times we undertake to take enough risk to give you a chance of making a good return after payment of our fair fees. If your risk profile suggests that we should not take a risk with your money then we will not take you on as a client.

Our perspective on risk differentiates us from our competitors. Together with our unique investment philosophy and client care, we put your savings in a position to deliver the returns you require.

Through our associate Bullimores LLP we have the means and structure to ensure that your tax situation is taken into account when making our investments. While no investment should ever be taken purely for tax purposes we ensure that your individual tax position is assessed when we meet you and that our investment managers ensure efficient tax management of the portfolio.

However if you need more complex tax planning Bullimores LLP are here to help.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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