'We all believe in and follow the same process and proposition'

Thursday, 12 March 2020

How advisers invest: Belmayne Independent Chartered Financial Planners partner Jon Stevens discusses the company’s approach to investment management.

Could you explain your approach to investment management: in-house, outsourced or a combination of both?

We outsource our investment management. A few years ago, I spent a lot of time picking the brains of various advisers I knew
or, more often, had just met at seminars or events, to see how they did it and what had influenced them. So many people had such vastly different approaches.