Getting To Know You

Getting to know our clients´ goals is crucial. We can’t truly identify what you want unless we understand what you need. That’s why we take the time to listen – so when we bring you an opportunity, we know it meets your requirements.

Our Goal

Our goal is to build a long-term relationship with our clients that helps delivers the expected results time after time. We aim to be a trusted partner, a point of reference, and a resource for all things financial.

Wealth

Wealth preservation isn’t all about the right investment. The battle can be won or lost in choosing the right tax strategy and diversifying assets. This is why we bring together a selection of partners that meet our exacting standards and core values.

Due Diligence

Having reviewed thousands of projects, invested in hundreds and learned from our successes and mistakes, we have the experience and knowledge to identify fantastic opportunities and potential pitfalls.

The due diligence process we follow combines an all round health check with methodology and financial viability. We look behind the investment at:

  • Key People
  • Company
  • Industry
  • Proposition
  • Security
  • Investment Structure

Sourcing

Investment Owl acts as your partner and opportunity analyst, seeking out the investments that enhance your portfolio. We trawl through endless propositions and prospectuses in search of the credible and profitable opportunities that deliver gains whilst minimising, mitigating or eradicating risk.

Once we have the solution we can help you understand the proposition and make sense of anything that needs a little extra clarification.