Bramwell Brown has a different philosophy to many financial planners, in that we recommend direct investment in financial markets. We believe most investors can achieve sufficient diversification through investing directly in a portfolio of shares, bonds, bank deposits and overseas investments.
Most investors also have the ability to administer their own investments, which over a long period of time can save a considerable sum in management fees.
We see our role as largely educational, explaining the risk-return relationship, and attempting to match a client’s aversion to risk, their current financial position, and their future goals, with suitable investment products.
We aim to build long-term relationships with our clients.