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SOPHISTICATED INVESTOR

A sophisticated investor is a type of investor who is deemed to have sufficient investing experience and knowledge to weigh the risks and merits of an investment opportunity.

Due to FCA regulation we are unable to communicate or approve an an invitation or inducement to participate in, acquire, or underwrite a non-mainstream pooled investment where that invitation or inducement is addressed to or disseminated in such a way that it is likely to be received by a retail client.

Due to the certain criteria sophisticated investors must meet, we can not openly promote some investments.

To find out more about our sophisticated investments please get in touch with our team today either by phone, 01904 694300.

We offer independent, face to face financial advice