Our Services

Investment Planning

Investment Planning

Investment Planning – Our investment philosophy is that assets must be considered in total, irrespective of the product type or wrapper. Preservation of capital is every bit as important as capital growth. We are in the business of creating bespoke portfolios constructed to match our clients’ specific objectives and risk level rather than fitting them into a pre-existing model portfolio.


A six-stage investment advice process ensures that all clients have a sound investment strategy.


Prudent investment comprises two basic steps


Asset allocation which creates the foundation of the portfolio


Stock selection which should only take place once decisions on sectors have been made


Barry Fleming & Partners, through their long-term relationships with fund managers, can provide management across the full range of asset categories.

We are happy to meet with fund management groups from throughout the UK with meetings ideally taking place at one of our offices. Our northern office is conveniently located for Altrincham, Hale, Sale, Styal, Wilmslow, Warrington, and Cheadle. Our southern office is very convenient for Newbury, Hungerford, Swindon, Reading, Marlborough, Thatcham, Andover, Winchester and Salisbury.
Please call to arrange an appointment.