Wealth Management

We believe it essential to be both approachable and available to clients whilst offering a friendly and professional approach.

We offer access to an array of wealth management services, innovative investment ideas and opportunities including trust and estate planning services.

Shorestone creates and implements medium and long-term asset allocation strategies according to each client’s risk tolerance.

We believe our clients are best served by our dedication and commitment to delivering our portfolio management capabilities by accessing independent global research to meet their individual objectives.

Our strength is our combined knowledge and experience and we provide a disciplined approach to portfolio strategy and management. Outstanding client service is the hallmark of a Shorestone relationship.

Strategic Planning
We evaluate each client’s needs, preferences and risk by determining spending and lifestyle requirements, anticipated capital expenditure and desire for generational wealth transfer.

Strategic Asset Allocation
We balance investment opportunities from across the globe with a range of different asset classes. We employ a robust asset allocation process which balances risk with return. This enables us to provide the appropriate level of portfolio diversification. Throughout the year, we may recommend changes within the portfolio if necessary.

Portfolio Construction and Rebalancing
Taking into account current market conditions and economic trends, we review each client’s portfolio on an ongoing basis and evaluate possible adjustments.

 

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Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is a Limited Liability Partnership registered in England No: OC 341462

Shorestone Financial is committed to treating its customers fairly. This is achieved by providing an innovative and cost effective approach to personal financial advice.

Our business is based on trust and building long term value to our clients. Our staff are client centred, advice focused and not product driven.