PHILOSOPHY
INVESTMENT
All our clients are special, and each one has specific requirements and objectives. We make our deep expertise in wealth management available to you and your family so that you can achieve your goals.
That is our promise.
global perspectives
DIVERSE OPPORTUNITIES
A Mutual Vision
A highly passionate team with a global perspective, we embrace the world of opportunities ahead of us. We are a performance-driven team with the ability to assess the economic landscape and make the insightful decisions needed in every financial market.
Our client-first approach is committed to upholding the highest levels of integrity. To ensure this we exercise prudence and sound judgement combined with a considered approach to managing risks as we seek to deliver sustainable investment returns.
Life at
Tadworth company Limited
We value all our employees and appreciate that everyone is different, and at different stages within their career.
This is why we’re committed to personal and professional development, so that you can develop your career in the best way that works for you.
Finding the right role is not just about who you work for, but where you work. Life should be all about balance.
More than just a workplace
We are a people company and value our employees.
We have a culture of giving back – and we encourage our employees to take time out to volunteer and support local communities. At Tadworth Company Limited, you will be given giving two days in work time to perform skills-based community support every year.
OUR INVESTMENT PHILOSOPHY
We’ve been helping investors achieve what’s most important to them for 28 years using the same straightforward investing philosophy: Invest for the long term, seek quality investments and manage risk through diversification.
One philosophy for every kind of market
The market changes every day, but what you want for your future probably doesn’t. The same goes for your investment strategy.
A long-term strategy
We believe the best way to build and preserve your financial future is with a long-term approach to investing. That’s why we don’t follow investment fads. But “buy and hold” doesn’t mean “buy and ignore.” You should still review your portfolio at least once a year to make sure you’re on track for the long haul.
Hyperfocus on quality
With our years of experience, we know what quality looks like. Our Research department recommends stocks, bonds and mutual funds that we believe will perform well over time – through good and bad markets. That’s why we don’t recommend penny stocks, individual junk bonds, options or commodities. We focus on quality investments that bring you closer to where you want to be.
Diversify, diversify, diversify
While diversification can’t protect you against a loss, it can help reduce your risk. If your money is invested in just one or a few investments, and one of them struggles, your entire financial strategy could be in trouble. So we recommend building a portfolio that includes different types of investments that perform differently over time. And we’ll work with you to limit your risk and help you achieve your goals.
HOW WE CAN HELP
No matter what your path forward looks like, your financial advisor will work with you every step of the way. Backing you up with candid advice and thoughtful, tailored strategies – so you can see the road ahead and move forward with confidence.