For many individuals, a strong and successful investment portfolio plays a crucial role in achieving and sustaining their desired lifestyle—whether that means early retirement, funding children’s education, or enjoying financial independence. At Cilbenrick, we specialise in designing and managing tailored portfolios that aim to deliver long-term capital growth while aligning with your unique financial goals and risk tolerance.
Our approach is grounded in diversification—a key principle of sound investing. By allocating your capital across a wide range of asset classes, such as equities, fixed income, property, and alternative investments, we help reduce exposure to any single market risk, improving your chances of more stable and resilient returns over time.
Using robust research, ongoing analysis, and disciplined portfolio management, we ensure that your investments remain aligned with your evolving needs, market conditions, and life circumstances. Whether you’re building wealth, preserving capital, or drawing income in retirement, Cilbenrick is committed to giving you the structure, insight, and support needed to stay on track.
02 Asset Management
FAQ's
What our client’s say
"We've always found Cilbenrick to be thoroughly professional; attentive, pro-active, responsive to our requests and very friendly and personable. They give us excellent feedback on our portfolio which includes a good overview with detailed analysis behind it to support their recommendations. They are creative and are always willing to research the best ways to make investments work for their clients. They are people-orientated; are very knowledgeable, honest, reliable and diligent and we would have no hesitation in recommending Cilbenrick to prospective new clients"
Mark & Fiona Wilson - Human Resources Manager
"The key strengths I find in using the services of Cilbenrick are the reassurance that specialists are monitoring the performance of our investments and providing regular updates and advice to enable us to maximise returns. I also like having our investments under one umbrella to simplify the administration of our financial affairs"
SANDRA EVANS - ACCOUNTANT
"This is how financial planning should be! A full investigation of your current position. Time spent analysing where you want to be in future. Then a sophisticated software package and advice to help you decide how you are going to get there. First class"
Austin & Judith Roberts - Optician
"The level of detail is excellent and, though requiring accurate and in-depth input, it has allowed important decision making to take place. Without this process we would still be wondering whether these things were possible and what effect this would have in later life. Now we know"
Andrew & Hilary Quinlan - Management Consultant
"We have found the level of service provided by Cilbenrick very thorough and detailed, proving very informative and helpful, thus enabling us to make decisions about our future and our children's"
Martin & Hilary Salmon - Farmer
"I have regular reviews of the performance of my portfolio and total transparency of movements within the wrapper. Moving the mix of investments between the best performing funds has provided above-average returns. I am very pleased with the professional advice Cilbenrick has provided over the years and would not hesitate to recommend their services"
Andreas Klimczak - Management Consultant
"Since appointing Cilbenrick as my financial advisers, they have significantly improved the returns of my pension and investment portfolio. Their advice has given me greater confidence, understanding and re-assurance"