Hamilton Financial  >  Philosophy  >  Why Choose Hamilton Financial

Why Choose Hamilton Financial?

Genuinely independent.
No financial tie ups or obligation to third parties.

Investment Style

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Outstanding Team and Investment Advisory Panel.

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We are Advisory and not Discretionary investment managers.

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We only invest in funds we understand.

Predominant use of investment trusts not unit trusts.

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Predominant use of actively managed funds rather than passive or tracker funds.

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No unnecessary trading to generate unwanted extra fees (“churning”).
Plain English.
No jargon.
No hedge funds.
No guarantees
No performance fees.
No initial commission or hidden charges.

What our clients say about us..

“Let me take this opportunity of saying how delighted we are with the excellent service and support we get from Hamilton Financials, not to mention the excellent investment recommendations you have made over the years”.

“I just wanted to drop you a note from Alyson and myself to say thank you to you and your team for the way you have managed our retirement funds. I’m so glad I responded to the card that you sent out a few years ago when you retired from the accountancy practice and started the investment advisory business”.

“Thanks for the investment recommendations.  I am happy to go with your recommendations – your recommendations have been excellent so far!!”

“Many thanks for all your great works and clever investments since joining up with you. Please proceed as you see fit, I have complete trust in your recommendations”.

“We really appreciate all the help from you and your colleagues in getting us set up for retirement and sorting out all our pension stuff”.

“A short note to tell you that on Christmas day, I had a wonderfully quiet time reading the Hamilton Financial News – from cover to cover. An excellent publication which I thoroughly enjoyed – I am already looking forward to the next one!”.

 
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