Austyn Smith, Founder and Wealth Management Director
I strive to create a friendly relationship based approach, creating long lasting friendships, and a deeper understanding of client needs.
The Profit Tracker Advantage™
During 2008 our Profit Tracker Portfolio's fell by only -5.8%, whereas the UK market fell by over -35%.
The Self Balancing Portfolio™
A 'self balancing' wealth preservation concept developed to achieve consistent and sustainable investment returns.
Highlights the bridge between where you are and where you would like to be. Ensures regular 'check up's so that your financial and tax planning objectives are met.
The Entrepreneurial Transformation Process™
Austyn helps successful business people and entrepreneurs refocus on their financial vision - to plan ahead, reduce investment resk and save tax, using an in depth approach called Money Mapping®.
The Retiree Transformation Process™
Austyn helps Retirees to clarify their objectives - to plan ahead, preserve wealth , and establish a tax efficient and sustainable income.
We have access to the latest wealth management platforms, allowing diversification, and risk reduction within a user friendly environment.
Clients say that we 'stand out' for our cautious approach and deeper relationships.
Our unique approach is based upon Austyn's culture, values and beliefs and a passion for reducing investment risk, to protect portfolio values, and to offer a more comfortable investment journey.
Not every business is run like ours. We concentrate 80% of our time on looking after existing clients, being their friend, and being their first point of contact.
Investing is not easy, but it is made easier by having a deeper ongoing relationship, that reflects your goals and objectives, and where your money is managed to reflect this.
Our vision is that one day all financial planning will be done this way.
During 2012 our funds under management grew by 16%, and we continue to be known for our ‘Cautious’ philosophy and strategies.
I was referred to Austyn by a good friend last year. I was impressed early on in our dealings, by his effective and speedy solution to a potentially difficult situation inherited from my previous adviser.
I am pleased that the defensive approach adopted by Austyn James has helped me to preserve my assets, whilst protecting me from losses, that would have occurred, had I not altered my strategy.
Since choosing Austyn to manage my money he has protected my downside and made excellent progress in a challenging period. His cautious approach and blend of funds has given me greater peace of mind.
Thank you for your e-mail and pursuing this matter with the insurance company. Your intervention was a tremendous help.
We think that you have a valuable service to offer and the way you approach it is spot on. We would have no hesitation in recommending others to consult you.