Established in 1995
Since its inception 20 years ago, the company has resolutely focused on the provision of truly independent and holistic investment advice, delivered to the highest standards.
We have always believed that the key to delivering a truly independent service for our clients lies in the way we are paid. Our service is based on the principle that there should be no contingent charging. That is to say, our clients pay us only for the work we do for them. We do not charge a percentage of their investment because we see this as a quasi commission. By basing our fees on the size of the job not the size of the portfolio, we eliminate commission bias, something we feel has the potential to affect all percentage based remuneration agreements.
Holistic advice considers all aspects of your financial situation before making recommendations that may commit you to long term investment plans.
Our focus is on Investment Advice and the ancillary services that our clients require as they move through life. This means we provide cash flow modelling to enable clients to understand their income and expenditure and we are qualified to advise on long term care planning as well as estate and succession planning.
Many of our clients are retired or approaching retirement and looking to get the most from the money they have saved over the years.We work with many professional connections such as solicitors and accountants to ensure our clients’ needs are met as fully and professionally as possible. Many of the professionals we work with are themselves Trustees who rely on us for investment advice for the trusts they are responsible for.
We also advise those holding Power of Attorney for a close relative or, in the case of solicitors, for their clients.
Highly Personalised & Professional Service
Ayres Punchard is a family business based on the lovely Isle of Wight, serving clients throughout the South of England and further afield.
We offer a high level of personal service, characterised by regular contact and excellent working relations with all our clients. Our clients value this and many have come to us from arrangements with larger companies who are not able to offer the same level long term of individual service tailored specifically to their needs and circumstances. We build solutions to fit you and your unique situation. We never shoehorn our clients into one size fits all arrangements.