Regardless of how you’ve accumulated wealth, your investments are the engine of your financial plan. And how they perform will most likely have a bearing on your options and standard of living in the future. 

We’ll help you find the investment approach that’s right for you so that you have potential to achieve the returns you need. We’ll also cut through all the nonsense to help you see investments as a logical, effective way to plan for the future you want. We make your money work for you.

There are many different reasons why you’ll want to invest money but the basic driver for most is to ensure the buying power of their money is protected against inflation. After all, it’s likely that you or your beneficiaries will rely on this money to pay for their future standard of living or other future goals. 

When we know your goals, we’ll help you decide your tolerance for risk (and how to manage that). We then manage the portfolio on your behalf and, with your permission, make necessary changes to keep it on track to meet your objectives.

One of the most important ways to manage risk is to diversify your investments. So we make sure that your eggs aren’t all in one basket. 

We create portfolios that are spread across multiple assets globally, including property, bonds and share funds, so you have strong potential for long-term growth while managing your risk effectively. 

And we’ll always be checking your portfolio too. From low-cost index-trackers to ethical and sustainable funds, there are many different ways to invest. 

We carefully manage your investments at all times, so your investment plan always matches your goals, your attitude to risk, and your potential returns.

Whatever type of investment you choose, we’ll make sure it’s always structured in the most cost-effective and tax-efficient way. 

That means complete transparency from us, so you can see exactly how and where your money is invested (no dodgy offshore property schemes here). 

And it also means staying on top of all the latest government rules and regulations, so we can reduce and minimise any tax you may need to pay on your investments and financial planning. 

We make sure as much of your investment return as possible stays in your pocket to support your future.

OUR APPROACH TO INVESTING

At Arkenstone, we offer access to a wide range of investment portfolios and services from the whole of market.

When making investments for your future, it’s important to be clear about what you’re trying to achieve so that you have complete confidence in your strategy. We work to some core principles in the way we manage and advise on investments:

"With retirement in view and decisions to make about where to live and how to spend our time, we needed some advice. Simon helped get our thoughts in order about our plans for the future and the things that are important to us."

We’re based in Putney, South West London and work with clients across London and the home counties (including Surrey, Hertfordshire, Buckinghamshire and Oxfordshire).

Copyright © 2019 Arkenstone Wealth Management Ltd.

Arkenstone Wealth Management Ltd is an appointed representative of Sense Network Ltd, which is authorised and regulated by the Financial Conduct Authority. Arkenstone Wealth Management Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 620850.

Registered Address: 155 Elsenham Street, London, SW18 5NZ. Registered in England & Wales No.: 08918640.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financialombudsman.org.uk.