Investment Planning

At Holroyd Wealth Management, we provide professional investment advice to help you grow, preserve, or draw income from your wealth, depending on your stage of life and what you want your money to achieve.

We are not investment managers, and we do not aim to be. Our role is to recommend suitable investment solutions from a wide range of carefully selected portfolios managed by leading investment firms. These are chosen based on your financial goals, your approach to risk, and your overall plan.

What we can advise on

We work with respected investment managers across the market, giving you access to:

✔ ISAs and Pensions – Tax-efficient options for saving or income
✔ Multi-asset Portfolios – Managed strategies to suit different objectives and levels of risk
✔ EIS and VCTs* – Higher-risk investments offering tax incentives for qualifying clients
✔ Responsible Investment Options – For those who want their money to reflect their values
✔ Access to bespoke portfolios – Available for clients with more complex needs and higher investment amounts

*Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) invest in assets that are high risk and can be difficult to sell, such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

How we choose what to recommend

Your investment plan begins with a conversation: what are your goals, how long are you investing for, and how do you feel about risk? We then look at your overall financial position and identify suitable options.

We only recommend portfolios that meet robust internal standards:

✔ Carefully screened – Portfolios are reviewed across nine core areas including risk management, diversification, transparency, and liquidity
✔ Regularly reviewed – Every fund or portfolio we advise on is monitored by an investment committee with input from experienced technical teams
✔ Market-wide access – We work with a wide range of respected fund managers, so our advice is always driven by suitability, not tied products

Ongoing support as life evolves

Our role does not end once you are invested. We will stay in regular contact to ensure your portfolio remains in line with your goals, and adjust it when needed, whether due to market movements, changes in your life, or tax planning opportunities.

Whether you are investing for retirement, income, future generations, or simply to put your money to better use, we will help you make smart, well-structured decisions that support the bigger picture.

If you want to make better use of your money and feel confident about where it is going, get in touch and we will help you take the next step.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.