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Investment Philosophy
We pride ourselves on making a genuine, positive difference in our clients’ lives, guiding them to financial decisions that empower them to achieve their goals, and providing them and their families with security and peace of mind.
At Insurance Advisory Service, we are proud to be a family-run business with a 40-year legacy of trust, expertise, and personalised advice. Now led by Jo Brassett, Managing Director and Senior Financial Advisor, IAS continues to evolve while staying true to its core values. Our clients are an extension of our family, and this is reflected in the way we work; we build long-term relationships and provide tailored financial advice with integrity and care.
A successful investment strategy relies on a considered, consistent approach that is flexible enough to be tailored to each client’s unique circumstances. However, our essential investment philosophy always remains the same: It is goals-focused, balanced, disciplined, transparent and value-driven.
