Investment for individuals, trusts and business

  • Cash
  • Fixed Interest
  • Corporate Bonds
  • Government Gilts
  • UK Equity
  • Managed Funds
  • Global Equity
  • Distribution
  • Currency Funds
  • Property Funds
  • Discretionary Funds
  • Money Market
  • Protected Funds
  • Hedge Funds
  • Absolute Return
  • Derivatives
  • Direct shares
  • Cautious Funds

Even the most seasoned investment professionals head would spin!!!

We believe that the only way to formulate the right strategy for our clients is to take a totally holistic approach. Depending on our clients own unique attitude to investment risk, we craft an asset allocation model over their entire portfolio. 

A complete investment solution should encompass many products which are all interlinked. We are resolute in our approach and seek to utilise every conceivable tax break, favourable legislation, special deal, provider extra allocation and government incentive in order to maximise profit for all our clients.

Please note: The value of investments can fall as well as rise and you may not get back the amount invested.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Postern Wealth Management Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. 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 Details can be found at under reference number 511474. Postern Wealth Management Ltd is registered in England, no. 06982785.