Arcturus Wealth Management

Our approach is to concentrate on building long term relationships with our clients. We get to know what your priorities are, where you want input, and where often you simply want us to 'get on with it'.

We advise on investment portfolios across the full range of investment types, from unit trusts to investment trusts, as well as shares and exchange traded funds. Our focus is on sustainable quality, both funds and equities, which allows one to take a genuine long term, patient approach.

Alongside advising on investments, we advise on key areas of personal financial planning, including pensions, retirement planning and estate and inheritance planning, serving a diverse group of clients in Hampshire, West Sussex, Surrey, Wiltshire and London.

Your investment plan is unique to you: no 'off the shelf', or outsourced solutions at Arcturus. It is tailored to where you are, both today and looking forward as well, in terms of risk appetite, time horizon and many other considerations, and is designed to evolve incrementally over time.

We encourage you to become familiar with some of the perennial investments that you may get to own for a number of years. Our aim is to have a significant amount of your holdings in long term 'buy and hold' investments; but there will invariably be a flexible, dynamic element, dictated by your preferences and our judgment, as well as by market conditions.

We are committed to ongoing, independent and rigorous research on companies, funds, economics & politics. It takes hard work, dedication, a consistent approach and an underlying set of beliefs.

Without conviction, derived from independent research, as well perspective and experience that can be brought to bear, it is all too easy to be ‘blown off course’. As Peter Lynch, the well known investor has said: 'the real key to making money in investments is not to get scared out of them.'