What we do
What we do
Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound,
effective financial advice to financially established individuals and trust funds for 50 years
You’ve worked hard to establish yourself and now you want to realise the benefits of that work. Self can help you to make the most of your assets, enhance the quality of your life and achieve personal and financial goals.
It begins with the discipline of our financial planning process. This is a step-by-step process that has been honed by years of experience. Using this, we develop clear goals for our clients and a plan to achieve those goals. The plan assesses potential obstacles and recommends strategies to overcome them. Clients gain a powerful vision of what their future could hold – and a realistic plan to achieve it. Vision underpinned by
pragmatism: this has always been the way that Self has forged long-term relationships, often across many generations.
The test of time is vital to us and our clients. We design investment portfolios to achieve real growth over time not just in the short-term; and we develop strategies adopted from Nobel Prize winners, traditionally reserved for the UK’s largest institutional investors. Each plan for each client is individually tailored, yet we share with all clients the aim of maximising after-tax returns at a controlled level of risk.