Investment management

By managing an investment strategy with clients, we play a crucial role in helping them achieve their future financial goals – both in terms of income and growth, or a blend of them both. We advise on the correct investment planning strategy to suit their needs, taking into account the effective use of allowances and reliefs available.

By understanding client objectives, we’ll develop a comprehensive investment plan, identify and agree the correct attitude towards investment, including the balance between investment risk and investment reward, a client’s ability to take investment risk and at what level. This will help us to recommend the most suitable type of investment strategy for our clients and one that they will be entirely comfortable with.

Investment planning

A carefully managed investment strategy can play a crucial role in helping you achieve your future financial goals.

Whether you are looking to target growth or income, or a blend of both, our team can advise on the best investment planning strategy to suit your needs.

By understanding your objectives and when you’d like to achieve them we’ll develop a comprehensive investment plan for you. We’ll discuss your attitude towards risk which will help us to recommend the most suitable investments.

Our investment approach

Pepperells Wealth offers access to a range of low-cost, fully diversified, risk-rated portfolios. Each portfolio is made up of a range of passive or actively managed funds managed by respected fund managers, thus spreading investment risk.

We monitor all of the portfolios regularly to ensure the underlying funds meet the needs of, and deliver best value to, our clients.

Keeping your investment plan on track

Once your plan has been implemented we’ll make sure it stays on track, monitoring your investments and evolving our advice if your situation changes.

You’ll be able to view your investments on our secure online portal. And you’ll always be able to speak to your financial adviser if you have any questions.

Fair and transparent costs

We work hard to deliver excellent value to you. It’s what drives us.

We’re transparent about the charges you’ll pay for advice and investments. And there’ll be no hidden fees, ever.

Reach Us

Contact the team at Pepperells Wealth.

The Lawn, 1 Ingleman Place, Lincoln, LN1 3BU

01522 717 410

info@pepperellswealth.com

Ask us a question...

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WHAT OUR CLIENTS SAY…

Q. What were the circumstances that caused you to look for a Financial adviser?

A. I am self employed and was aware that I had not prepared for the future in terms of savings and pension and I was also not covered should I be unable to work.

Q. How did Nigel Wvendth help you?

A. Nigel and I talked at great length about my finances and he made some very helpful suggestions which I have acted upon. At no time was I under any pressure to go with the plans he had suggested and I really feel that he has acted in my best interest.
What is your current situation?

Q. Have you seen the outcome you were hoping for?

A. Yes and he is helping me continue to make plans for my future.

Q. What could they have done better?

A. I honestly couldn’t be more happy with the service Nigel has provided. I’ve had a bad experience in the past where my best interest certainly wasn’t key. Nigel has listened to me extensively and put together a very thorough plan which is not only helpful now but will be helpful in the future as we look to mortgage renewal, which I will be doing with Nigel.

Q. What were the circumstances that caused you to look for a Financial adviser?

A. Guidance with our pension plan.

Q. How did Nigel Wvendth help you?

A. Answered all our concerns in plain English. We felt at ease with him and at no time did we feel any peer pressure.
What is your current situation?

Q. Have you seen the outcome you were hoping for?

A. Was given a lot of advice and we are currently moving forward with this.

Q. What could they have done better?

A. We feel that all our concerns and questions were answered.

Q. What were the circumstances that caused you to look for a Financial adviser?

A. Pension Sharing Order following divorce.

Q. How did Nigel Wvendth help you?

A. Nigel has advised on the most appropriate pension plan for my circumstances and has gone above and beyond in helping ensure the pension has met my circumstances and looked at ways in which to help ensure some degree of financial security for my son and I.

Q. What is your current situation? Have you seen the outcome you were hoping for?

A. Most definitely.

Q. What could they have done better?

A. Nothing. Nigel has been extremely helpful but not at all pushy. he has listened to my circumstances and taken them into account at every step. Nothing has been too much bother and his communication has been brilliant.