Our investment process is tailored to provide you with options suitable to your circumstances, financial position, investment needs and objectives, attitude to risk, existing liquidity, future income requirements and investment horizon.

At PPFS, we do not make market predictions as we believe that this can cost you more than you make. Our focus is ensuring that the recommended products are structured in the correct manner and that they meet the client’s specific need.

We feel that a core investment strategy should be centred around a regulated, diversified and cost-efficient mix of global equities and asset classes which have a track record of delivering long-term consistent returns. Some additional layers of diversification may be added to your portfolio to include property-related investments, alternatives, capital-protected bonds or renewable energy and ESG-focused investments.

A successful investment strategy should be viewed as a long-term journey and this will require regular reviews and adjustments through your lifecycle and changing financial needs.

For more information please contact us.