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As a busy working vet, I’ve never found time to work out how best to invest our money, especially during these times of increased political uncertainty. My husband and I therefore really appreciate being able to trust our investments to the expertise and experience of the Investment Boutique, and particularly appreciate the personalised service provided by Helena and Richard. Thank you!
Richard, I have now known you for several decades and have seen with pleasure and amazement my original modest savings entrusted to you increase enormously over the years thanks to your, and when Helena joined you, her thoughtful investment. As the senior private client partner in an expanding legal firm I have been delighted to introduce to you clients with money to invest and watch their portfolios grow too.
Professional, friendly and personal service coupled with an impressive increase in portfolio value during the period January 2019 to January 2020, what’s not to like?
Thanks to you and team for a great performance on our portfolio.
I really appreciate the opportunity The Investment Boutique has given me to set a future investment strategy which will match my circumstances over the long term.
This is really important for someone like me: I’m just starting off in my professional life after university and having an investment partner who will be with me through all stages of my career, whatever my needs at the time, is a great asset.
If I’m busy or studying, it’s reassuring to know that someone is always there to react to sudden moves in the market on my behalf.
Richard looked after my stepfather’s investments for over 10 years, and since his death 7 years ago, he together with Helena have offered similar advice to my mother. They have been happy to adapt the investments to suit the different needs and risk appetite of my mother and have been thorough in explaining the various options available to her. As someone who has worked in the investment management industry myself, I appreciate the excellent service that they have provided to my stepfather and mother over the years and their ability and enthusiasm in ensuring that each portfolio is tailored to individual customer’s needs. They are a very personable team and my mother very much enjoys her meetings with them and at 86 she appreciates them visiting her in her home when required. I have been delighted to become a client myself and their approach in getting to know the whole family in order to be best placed to assist in future investment planning has been excellent. In due course, I would expect that my own children and my sister will also become clients, benefiting from the knowledge that Richard and Helena have of our wider family requirements.
If anyone had asked me if my investments could increase and even pay a dividend during a prolonged period of recession and austerity, I would have replied,
“It’s impossible!”
Well, it’s not. It happened.
The Investment Boutique turned ‘Impossible’ into ‘It’s Possible!’