Our Investment Philosophy

Our investment philosophy is at the core of our vision and how we help your money go further.

What we're about

Gaining Trust

We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.

Read more »

France is chosen by many Expats, international and remote workers as their new home but when looking to invest they sometimes face limited options. Here, at Harrison Brook, our main objective is to assist our clients in their cross-border investment so they can make the most of their money. Since our creation in 2013, we have developed a range of products and services, combining technology, full transparency and knowledge, to find the best ways to help our clients live the life they choose.

How Do We Achieve This?

  • No upfront or backend charges on investments – only ‘clean’ class funds 
  • No commission or hidden fees
  • Detailed risk profiling to understand your financial priorities and risk appetite
  • Standardised risk-graded model portfolios, assessed and adjusted as required 
  • Using a combination of ‘passive’ and ‘active’ investments, with a focus on keeping fund costs low 
  • Utilising UK FCA regulated solutions that are available globally

What does Harrison Brook invest in?

  • Exchange Traded Funds, such as Vanguard, BlackRock iShares, etc.
  • Mutual funds
  • Bank deposits
  • Discretionary Fund Managers (DFMs)

What does it mean for expat and international investors based in France?

We believe that any clients should fully understand the philosophy that shapes the investment they are in and make sure that this is in line with their attitude to risk. This is something that will be discussed between you and your Harrison Brook financial advisor. hands in hands we will be creating a targeted and clear personalised investment plan, we will develop an understanding of the relationship between cost and the potential return and value of your investment as well keeping a good diversification of assets in order to have too much risk exposure.

Investment FAQ

How do you invest?

The core of our model portfolios is built up with a ‘passive’ investment strategy. That means we don’t try and beat the market by moving or selling investments on a regular basis. We choose well known, high quality, low-cost funds to build a risk-graded portfolio. This is then tracked and assessed against a benchmark; a quarterly review meeting can also be arranged with your appointed financial adviser if required.

Where does Harrison Brook invest?

We invest in assets all over the globe. To mitigate risk that could occur in a specific area, our investments are highly diverse.

Can I choose my own investments?

Clients can choose to purchase their own funds via the investment platform, but these would be placed on an ‘execution-only’ basis as Harrison Brook would not be providing the advice in such an instance.

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

Testimonials

  • "From my first contact with Jack Camille I was impressed by the service of Harrison Brook. Advice was clearly given after an in-depth financial review. Advice was very clearly outlined and came with regular reviews of progress. Excellent service all round."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."

Harrison Brook has a 5 star independent service rating on Feefo

One of our expert financial advisers will aim to get back to you within 12-24 hours.

x