Investment Philosophy

Our investment philosophy can be summarised simply as follows:

  • Robust investment process
  • 5 core Maze Portfolios where risk management & transparency are key
  • Proposition based around value, service, innovation, people & long term risk adjusted performance
  • A blended investment style that incorporates the best of breeds from both passive & active fund management
  • Sensitivity to costs & charges when delivering an investment strategy
  • Attempt to reduce volatility and minimise 'underperformance' wherever possible.

 

 

 

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Maze Wealth is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230603

Maze Wealthis authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 230603

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

London, Home Counties, Kent, Beckenham, Bromley, Chislehurst, Keston, West Wickham, Orpington, S E London, Blackheath, Chartered Financial Planners, financial planning, IFA, independent financial advisors, local IFA, wealth management, investments, investment management, pensions, income drawdown, pensions & divorce, equity release, lifetime cashflow planning, ISA, portfolio, trustee investments and advice, later life advice, long term care, immediate needs annuity, lifestyle planning, inheritance tax planning, estate planning, fee only advice, Dhan Sharma, Francis Phillips