Investment Planning
One of Warwick Butchart’s key strengths is our experience, knowledge, and reputation on investment matters - and our Investment Process. Over the years, we have helped private clients, pension funds, charities, and trusts invest considerable sums - both large and small - on an advisory basis.
Our comprehensive Investment Process is based on quantitative financial performance analysis - including data from Lipper Hindsight © Reuters Ltd - supplemented by considerable qualitative research. We undertake dozens of meetings each year with UK and international investment fund managers, strategists, economists, and analysts - and we are also one of a very small nunber of IFAs in the UK who have been selected to have full access to "asset.tv" services. We use these resources for the benefit of our clients - through our initial investment recommendations and regular reviews.
We make the most of some of the latest IT systems - using, for example, behavioural analysis software and stochastic modelling to help clients and ourselves understand and agree risk profiles and asset allocations for investment portfolios. These systems and research tools enable us to identify likely outperformance using highly sophisticated and time intensive analysis of performance data and fund managers styles. Only a tiny minority of consumers have access to this sort of analysis - yet without it, simply looking at past performance is of minimal value.We believe that, in most circumstances, the asset allocation choice is the critical element in determining long-run overall investment performance - and we take considerable care to ensure that appropriate asset allocations and risk profiles are selected for each client. As independent advisers, we also have access to a wide range of investment providers and products.
The Warwick Butchart Investment Process includes In-depth discussions and meetings with clients, quantitative and qualitative analysis, service and support, and personal scheduled review meetings. To see details of this Process, please click on the Adobe Acrobat icon below.
The Warwick Butchart Investment Process.
The Government commissioned a “review of medium and long term retail savings in the ” and the subsequent "Sandler Review" presented to HM Treasury refers to several important matters which are already a feature of the Warwick Butchart Investment Process. For details, please click on the Adobe Acrobat icon below
The Warwick Butchart Investment Process and the Sandler Review
We use the market leading software for Independent Financial Advisers and Financial Planners, designed by 1st Software, and we were recently selected by them to feature as a Case Study in their current marketing campaign. To see this Case Study and find out how we use technology and risk profiling tools within our Investment Process to provide high quality service to clients, please click on the Adobe Acrobat icon below.
Warwick Butchart Case Study - technology and risk profiling
Our recommendations cover new investments and reviews of cash accounts, ISAs, PEPs, Unit Trusts (a speciality), OEICs, Investment Trusts, VCTs, With Profits Bonds, Managed Bonds, Income and Growth Bonds, and National Savings. We may also advise on directly held Equity and Fixed Interest portfolios - although we prefer to work with specialists in these fields. We have experience of Ethical Investments, Charities, Trust and Pension Fund investments, and Offshore Investments. We can help you with wealth management to maximise growth and/or income in a tax-efficient manner - to meet your objectives and suit your personal risk profile. Please see our Risk and Reward guide.
Please contact us for more information, or return to our services page.