How we work
Four key principles
Investing Ideas was built on four key principles.
- Relationships
- Resources
- Research
- Results
These principles are just as important today as they were when the company was first started helping clients to achieve their aims. These principles underpin not only what we do but also how we work.
Relationships
Investing Ideas is a small business that provides high quality, tailored services that are unique to each client. We are proud of the strong relationships that we have formed with our clients – many have chosen to stay with us for several decades.
It important to us to get to know you, to listen to your hopes as well as your concerns. We want to understand what you want to achieve through financial planning with us.
An important cornerstone of our partnership with you is maintaining a regular programme of client reviews to ensure plans remain on course.
We strive to look after our clients, even when things seem challenging. We’re proactive when things change.
- When the financial crash happened in 2008 the MD was on holiday but he was also quickly on the phone the reassure clients and provide some peace of mind.
- We did the same when the COVID pandemic spread across the world – we provided regular updates and maintained contact with our clients, which they very much appreciated.
Your circumstances can change too – and we’re always on hand to provide support and advice, sometimes when you need it most.
Resources
We provide independent financial planning services.
Our independence means we can source investment products from providers across the entire market without being limited in where and what we recommend to you. That means you have more choice and better options available to you.
It also means that the recommendations we make will always be selected because they are the most appropriate solutions for you, and for no other reason.
We have over 3 decades of learning, understanding and know-how – so we’re well-placed to examine the pros and cons of each possible financial solution and give you the benefit of our experience.
It’s important to know that Investing Ideas works independently – but we also have the support and security of a national adviser network behind us.
Through the Sense Network, we’re able to access specialist external research analysts and technical support, if required.
Research
The recommendations we make to you will always be robustly and methodically researched. They are based on an in-depth understanding of you, what’s important to you and where you want to be.
We will track your progress as well as construct and test evidence-based solutions for you.
We strongly believe it’s important that you understand how and why we make our recommendations. This gives you confidence in the process and in your adviser. You will feel comfortable knowing that sound investment decisions have been made.
Results
What does success look like to you? Is it perhaps like some of our clients
- Being comfortable financially
- No longer having to worry about having enough money
- Providing support to your children to get onto the housing ladder
- Helping your grandchildren as they work through university
- Achieving a certain lifestyle in your retirement
Our success is measuring how we can help you to achieve your goals and what’s important to you.
Looking for real life examples of our results? Why not read about some of our clients’ stories and find out how we helped them to achieve their goals?