Our inves tment philosophy
We offer a unique investment outlook grounded in experience, beliefs and feedback from our clients.
Background to our approach
The background to our approach is based on personal experience.
When he was in his twenties, our Founding Partner and Chartered Financial Planner Owen was knocked off his motorbike. He was luckily okay, but the compensation money he received and then invested saw its value nosedive in a huge stock market crash. He was devastated.
Over time, lessons were learnt. He didn’t want the same thing to happen to him, or anyone else, ever again.
This personal story shows how volatile investing can be when done without thorough knowledge of the market.
Our approach here at 3-S has been borne out of this experience. We look after our clients’ portfolios and investments ourselves, rather than outsourcing. We are fanatical about keeping standards high and investments understandable for our clients.
Our investment philosophy
Hear from our clien ts
It's hugely reassuring for us, knowing Mark's looking after our financial affairs.
It's extraordinary the changes that have been wrought thanks to Mark.
If it wasn't for Mark, I wouldn't feel as confident going into retirement as I do.