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GilesSmith Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 709493. Registered in England. Company Number OC400213

01243 271 291 (9am—5pm Weekdays)

  • Pensions
  • Savings
  • Investments

Our Investment Solutions

At GilesSmith Wealth Management the added value we provide is our advice and support. We take time to get to know our customers and what you are looking to achieve so that we can recommend which assets and funds are most suitable to your needs.

Our investment partner, True Potential, then provides you with a ‘Wealth Strategy Fund’ or ‘Managed Portfolio’, bringing together a collection of Fund Managers to carefully invest your money. They are in turn overseen by an Independent Investment Committee.

If you have any questions or need any support at any time, GilesSmith Wealth Management provide you with telephone or email support, or you can come and visit us in branch.

Management Style

Having a mix of management styles helps you seize opportunities in all types of market conditions. As markets change, we rebalance our Managed Portfolios towards the management style we believe puts you in the strongest position.

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Geographic Region

By diversifying by countries and regions, you can reduce the chances of one part of the market (for example Europe) performing poorly and pulling down your investment.

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Asset Class

Assets can be grouped into types, such as more cautious assets like cash and bonds, and more adventurous assets like equities (shares in private businesses). A well-diversified investment portfolio includes a range of assets that historically do not react to market changes in the same way.

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Wealth Strategy Fund Range

Our Wealth Strategy Fund Range is a risk-based range of investment solutions. With leading fund managers investing your money and our Investment Committee holding them to account, you will benefit from the expertise of many. Each single-manager fund is mapped to one of five distinct risk profiles. You choose the solution that best matches your goals, taking into account potential returns and the level of risk you are willing to take.

Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

Managed Portfolio Series

Our Managed Portfolios dynamically manage your money across a range of investment management styles, and is widely considered a safer form if investing.

With wide exposure to world-class investment managers, as well as diversifying your investment by asset class, and geographic region, you will benefit from having more opportunities to grow your money and manage volatility, all in one Portfolio.

As we are committed to helping you reach your goals through our financial planning process [link], we continually ensure your investment matches your chosen risk profile by rebalancing the mix of funds within your Portfolio. We also rebalance for the future, rather than the past, taking an active approach to allocating your money where we see the greatest potential for growth. Plus, while our Managed Portfolio Series rivals products often reserved for high-net-worth investors, you can start with a minimum investment of only £50.

Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest.

Delivering Diversification

Each of our investment solutions offers multi-layer diversification across different management styles, asset classes and geographic regions. Together, these layers of diversification provide you with greater potential for growth and managed volatility within your chosen risk profile. Here is how we diversify:

Geographic Region 
By diversifying by countries and regions, you can reduce the chances of one part of the market (for example Europe) performing poorly and pulling down your investment.
Asset Class 
Assets can be grouped into types, such as more cautious assets like cash and bonds, and more adventurous assets like equities (shares in private businesses). A well-diversified investment portfolio includes a range of assets that historically do not react to market changes in the same way.

Management Style 
Having a mix of management styles helps you seize opportunities in all types of market conditions. As markets change, we rebalance our Managed Portfolios towards the management style we believe puts you in the strongest position.

Our Fees

At Giles Smith we offer straightforward pricing with no hidden fees and there are different options to suit every budget.

I want to

To speak to an advisor call 01243 271 291 or make an online enquiry