The Fry Group Investment Service

The Fry Group Investment Service has been carefully structured to build and preserve your wealth over the long term . Our investment clients benefit from the combined talent of our experienced financial teams and the in-depth analysis carried out by our dedicated external investment researchers.

The focus of our investment planning is to build a close relationship with you and therefore improve the predictability of the returns we achieve on your behalf. Our investment approach is clear – we promise to keep the terminology simple and aim to provide complete transparency and peace of mind.

Our Core Principles

Underpinning our investment service are eight core principles:

1. Designing a portfolio tailored to your needs – to suit your financial goals and attitude to risk

2. The integrity of our advice – to enable us to research global markets to seek the best investment options for you, without bias

3. Transparency and simplicity – so you understand our investment process and strategy, what you are investing in and why

4. Keeping costs to a minimum – to avoid high costs which erode investment performance. Instead focusing on investing in assets without upfront fees and/or fees for performance

5. Spreading the risk and opportunity – to create and review a diversified portfolio for you to grow and preserve your wealth, or maintain an income

6. Advisory and discretionary management options – to enable you to choose how you work with us depending on your desired level of involvement

7. A combination of active and passive investment solutions* – to help generate better returns across a range of market conditions

8. Regularly reviewing your investments – to consider your portfolio in line with your goals, advising any changes as appropriate**

It is important to keep up to date about the factors which influence investment decisions, so we have created a series of articles on the key themes which we believe will play an increasingly important role in the year to come.

For more information about our Investment Service please contact +44 (0)1903 231545 or or get in touch with your nearest office – details of which can be found here.

*Active investing is where a fund manager makes specific investments with the goal of outperforming an investment benchmark. Passive investing is a strategy that aims to follow an investment benchmark without human input.

**This page details the available services from The Fry Group. Our Service Charter will detail the agreed level of service you will receive.

  • Request our corporate brochure

  • Want to talk further?

    Would you like to contact one of our experts for an informal chat about how we could help you?

    Click the button below to find your nearest office and get in touch.