Our Approach

The benefit of our dedicated in-house investment and research team means that the investment process is not driven by external set asset allocation, but by the investment team's own fund selection and asset parameters. Our team are constantly monitoring fund performance and executing research to deliver the best investment performance. Our long history in investments means that we have experienced different economic styles and recognise the importance of protecting client's money.

We are also one of the UK’s foremost experts in the investment field of structured products and have been analysing and collecting data on all such investments launched in the Independent Financial Advice space since the year 2000, inevitably utilising such investment, where appropriate in client portfolios.

Our holistic approach of assessing each aspect of a client’s financial life and researching across the whole of the market has enabled us to provide the highest quality of financial advice.

What's with the Logo?

Back in the early eighties it was decided that the Company needed a fresh corporate identity and have a symbol or logo that would identify and characterise our principles.  After an extensive search by the founder of the company, Ken Lowes, he discovered The Feng.

The Feng is the Chinese equivalent of the Phoenix and perfectly symbolised what we were looking for at the time. 

Definition of a Feng: “Of the four spiritual creatures that guarded the heavens in the ancient Chinese pantheon; the Dragon, the Unicorn, the Tortoise and the Feng; the Feng (Feng Huang) was the most exalted.  Said to appear only when the land was at peace and thus not seen in war like times it brought with it great health and prosperity and was wished for by young and old alike.”