Growing your wealth

Our philosophy works on the basis that successful investing is considered to be a dynamic balance between strategy allocation and investment choice.

A secured financial future
Tax efficient
Growing your wealth
Protecting your wealth

Our Investment Philosophy

In order to seek the best possible investment outcomes for our clients, Carlton Smith Private Wealth has taken on board one particular “golden rule” of investing - “I am more concerned with the return of my money than the return on my money”. - Mark Twain

Capital preservation is the highest priority when putting an investment portfolio together with clients. This does not mean that clients cannot lose money, as they are investing in “risk” markets to try and gain a better return, but as we strive to achieve the level of return a client needs, preserving their wealth is at the forefront of our minds. This is what we describe as a risk managed approach.

Copyright 2013 - Carlton Smith Private Wealth - The Wildwood Centre, Lower Road, Onehouse, Stowmarket, Suffolk IP14 3BX - Telephone 01449 615714 - Email info@cspwealth.com
Cornwall Office: Chytane Farm, Summercourt, Newquay, Cornwall TR8 5BW - Telephone 01872 484714 - Email info@cspwealth.com

Carlton Smith Private Wealth is a trading name of Argent Wealth Ltd which is authorised and regulated by the FCA No. 515379. Argent Wealth Ltd. Registered Office: Evolve Building, Cygnet Way, Rainton Bridge Business Park, Houghton le Spring, Tyne & Wear, DH4 5QY. Registered in England and Wales No.7079006

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