Investments

At Chesterton Grant we have a very distinctive approach to investment management.

Chesterton Grant adopt an independent and effective solution to this problem and we recognise that no investment house has a monopoly on investment expertise.
Successful investment is critical to your future financial wellbeing, but it is a field which presents a unique challenge.

We adopt a proven five stage process,

  1. Establish clients' financial goals
  2. Determine clients' risk profile
  3. Construct appropriate asset allocation
  4. Select funds, run by some of the leading fund managers in the industry, to complete the portfolio construction process
  5. Ongoing monitoring, reporting and rebalancing of client portfolio

We apply this process to all forms of investment vehicles and pension plans.

  • ISAs (Individual Savings Accounts)
  • Bonds
  • Unit Trusts
  • Investment Trusts
  • Offshore Bonds
  • Distribution Bonds
  • Commodities
  • Gilts
  • Emerging Markets
  • Money Market Funds
  • Tax Planning
     

Chesterton Grant provide unique, personal investment advice, delivered by experienced, qualified, professional independent financial advisers.

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