At IMS we focus on what is considered to be the most important needs of our Investors, that being the expertise of our advisor, ensuring we take a great deal of care in identifying our clients needs, and developing the basic tenets of a relationship based on trist, discretion and attentiveness. These core beliefs have enabled us to grow the practice over 30 fold since its inception.

IMS helps clients achieve their financial goals at a level of risk which is appropriate to their needs.

We obtain detailed information about a client's present financial situation and their future goals and objectives. We analyze this information in a logical and easy to understand way. We develop a strategy that will meet their objectives.

We recommend how clients should allocate their assets between different asset classes, investment styles and geographical regions so that they can achieve their financial goals at a level of risk they are comfortable with.

IMS monitors the agreed investment plan and if necessary recommends changes so that the client's objectives continue to be met. IMS reports back on a regular basis to the client.

IMS considers the implications of tax, estate duty and income requirements when recommending an investment portfolio.

Core Values

Professional expertise
Service excellence
Regular client contact
Creation of informed clients
Developing long term relationships

INTRODUCTION TO BRIAN GOODALL