Investment success through Navigate Portfolios

Tom provides an update on market sentiment and what to expect moving forward.

In this video, Tom explains where we are as a company today, and the services we have created for you, as we reach three years in August since launching Barnaby Cecil in 2019

Tom explains what this means for you and your long-term plan and what we should do. Things might not be as bad as they seem...

Tom explains how we use time-tested portfolio theory to build successful financial plans.

An update on the progress of our Navigate portfolios and a review of the recent Betafolio report.

Tom talks to Barnaby Cecil clients about their recent investment performance, Betafolio's role in our ongoing success; as we approach £45m of assets under management.

The historical performance of the Navigate range has been excellent. How has this been achieved?

Access the great capital markets of the world. How do we create superior returns for our clients?

We can help you find your balance between living for today and planning for tomorrow.