Investment Planning

The Penney, Ruddy & Winter Investment Committee forms the foundation of our investment approach. The Investment Committee, which meets quarterly, comprises the Directors of Penney, Ruddy & Winter.

We use leading research tools, providing us with detailed information concerning each fund.  Due to our contacts within the industry, we are also able to speak to some of the leading fund managers in the UK.

An important aspect to our investment approach is investment risk. Maximising the return with the minimal volatility is ultimately our aim, and this can be achieved through diversification and good fund management.

We pride ourselves on our well researched approach, meaning we are able to distinguish ourselves from many other financial planning firms.