Our Philosophy

We are constantly told that to ‘be successful’ we must join The Race to the End Goal of Financial Security, and that how we approach The Race determines whether we are a hare or a tortoise. And we are constantly being sold plans pre-designed to help us win The Race, as though the people selling the plans know exactly where the finishing line is, and whether we are a hare or a tortoise.

At Dalebrook Capital we believe that you don’t need to be either, or take part in The Race at all. We prefer to recognise your individuality, and partner with you on your unique journey of discovery as you define and redefine your path towards your short-, medium- and long-term goals.

Leading a life of simplicity does not mean having less. It means defining what is actually valuable to you, working to earn this value, and surrounding yourself with people who help you enjoy the fruits of your labour. It means working with wealth management partners who develop, create and protect your future not only for you, but with you.

Our Approach

At Dalebrook Capital we have shifted the focus from top-down, off-the-shelf solutions that make assumptions based on the End Goal, to an intuitive approach that recognises multiple and evolving goals and puts you, the individual, at the centre of our strategy.

Our approach is guided by the following clear principles and practices:

  • That the future is not knowable, but that the process of learning from every interaction and applying these learnings to future interactions allows us to improve outcomes every time.

  • That by harnessing advances in technology which help us better understand behavioural approaches to investing, we are more capable of making good decisions.

  • That partnering with you for the long-haul yields the most sustainable returns. This doesn’t mean focusing only on the distant future, it means understanding as best we can the full extent of your journey.

  • That an evidence-based approach remains the most sensible one – history shows us that good quality shares will produce above average returns over a long time. This allows us to take guesswork out of the equation.

“In the planning stage of a book, don’t plan the ending. It has to be earned by all that will go before it.”

― Rose Tremain