CAP is our in-house portfolio management service which we can incorporate into pension portfolios,ISAs and General Investment Accounts.

All the portfolios are managed by our Head of Research who is a qualified Chartered Financial Analyst (CFA).

An introduction to this service is enclosed within the following link.


We are extremely proud of the results we have achieved for clients in over excess of 10 years we have been running this service. We are extremely transparent regarding the past performance data which is listed below for all the portfolios we manage. These fact sheets are updated monthly.

Over 50% of all the money we manage on behalf of clients is invested in the Cautious the Balanced(C2B) and the Balanced portfolios we have therefore provided addition charts on these two portfolios over the last 10 years compared to the benchmark. The FTSE100 is also included to provide you a sense of the volatility.