Our approach
Our approach to investment planning generally involves:
- understanding your objectives, time horizon, and tolerance for risk
- considering asset allocation and portfolio structure in light of your circumstances
- screening funds and other arrangements using factors such as structure, cost, and relevant historical
information - supporting periodic review and reporting, where applicable.
Costs and charges are an important consideration in the assessment of financial instruments. Hoxton Wealth (Europe) Ltd takes relevant costs and charges into account as part of its internal review process.
We aim to present information clearly so clients can understand the role, cost, and ongoing review of their investment arrangements.
Hoxton Wealth (Europe) Ltd is committed to helping you plan and develop for the future, focusing on what is important to you and supporting you to make informed financial decisions. Working with clients from a range of different backgrounds, we have developed experience and knowledge across a variety of investment products and services. Our approach takes account of each client's unique circumstances and aims to provide suitable solutions within our regulatory framework.
Why Choose Us for Investment Planning
Understanding
We seek to understand what is important to you and your financial circumstances. You will work with a dedicated customer care representative providing ongoing support.
Goal setting
Once your priorities are understood, we agree on realistic goals and outline a financial strategy tailored to your circumstances.
Implementation
We support the implementation of your financial strategy in a structured and timely manner.
Measurement
We help you monitor progress towards your financial goals. We provide regular updates and periodic valuations of your investments.
Review
Your investment arrangements will be accessible online, enabling you to view your portfolio and related information and stay informed of relevant updates. We will remain available to discuss your investment arrangements, answer any questions, and provide ongoing support as appropriate.
Hoxton Wealth (Europe) Ltd, previously Hoxton Capital Management (Europe) Ltd, is authorised and regulated by CySEC, with licence no. 432/23 and Company Registration no. HE417287.
