Institutional Quality

Our investment background comes from running very successful unit trusts, pension funds and portfolios. Our investment director was nominated for Citywire UK All Companies Fund Manager of the Year 2005. The portfolios are run using the sophisticated skill set required to run large sums of money (£10m+).

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Good Value

We think our clients should be able to see the total charges, including taxes, that they are paying for our services. We like to use low cost vehicles, such as ETFs, investment trusts and direct securities to lower the total cost of ownership. Honesty over costs is at the heart of our business relationship with our clients.

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Personal Service

We understand our clients requirements as a result of an exhaustive dialogue that is always open. We want to see our clients at least once a year, and be available to respond to their changing circumstances. Ours is a friendly and open service, that puts the customer first.

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Integrated Approach

4 Shires seamlessly integrates financial planning with its investment management. Each of our investment management customers will receive ongoing financial planning monitoring, together with regular reviews, at no extra charge.

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Global Approach

We manage money looking at all global equity and bond markets, and seek returns for our clients in line with their risk tolerance. Our investment manager has been a global fund manager, has worked in Asia, and has experience of all major investment markets, and many smaller ones.

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Risk Structure

We sit down with all our clients to understand how much risk they wish to take in their portfolios, and invest their money in line with an agreed risk framework. Our matrix is common sense, simple to implement and gives enough flexibility to let our investment manager add value to the portfolio.

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