Djpreston

Aventus Capital Management team manages investments for individuals, trusts and pension funds. The total funds managed now exceed £66 million*.

As advisers who are regulated by the Financial Services Authority we have the specific needs of clients in mind when recommending the best strategy.  We appreciate that clients have different attitudes to risk, specific objectives and various tax issues to consider.

From the start of our relationship with you we value the importance of effective communication and we will take time to understand what you want to achieve before presenting you with our recommendations.

Keeping you informed of how your portfolio is performing is critical to the way we do business. We pride ourselves on being approachable and readily available by phone or email should you wish to contact us. It goes without saying that, wherever possible, we will abandon financial jargon for the sake of plain English.

We go to great lengths to provide our clients with a bespoke investment portfolio that we believe is best suited to their individual needs.

In order to achieve this, and to understand fully our client’s objectives, we take time to interview our clients in-depth, completing a questionnaire that is designed to obtain salient facts and to discuss, in detail, the difficult question of risk tolerance.

All investment carries risk and it is important to establish a mutual understanding of the risks involved in different asset classes. From here we will agree an acceptable level of risk with you that will be used as a benchmark to manage your future portfolio.