Our private client service is second to none. That’s a bold statement but we are confident you will agree when you become a client.
We recognise everyone has their own reasons and needs for investing and we will work with you to understand exactly what you want, whether or not that is making your money grow, generating Income or a mixture of both.
We also recognise that things change throughout life and that may mean you want different things from your investments in the future. That’s why, at the start of our relationship, we will agree a regular review programme with you to make sure we always understand what you want to achieve so that we can get on with helping you to succeed in pursuit of your objectives.
We work with trustees of both onshore and offshore trusts.
We help trustees and family members to find the best investment management arrangements to help them to achieve their objectives whether that is focussing on capital growth, generating income or a mix of both.
We pride ourselves on clarity and transparency making it easy for trustees to measure our performance against the the benchmarks they set. In addition, our client reporting systems are easily able to provide professional colleagues such as accountants and solicitors with the information they need for the smooth filing of reports and accounts.
We are very experienced in helping clients to manage their pension investments, specialising in Self Invested Personal Pensions (SIPPs) and Small Self administered Schemes (SSAS).
We are approved investment managers for a number of third party pension providers and are always happy to work with new organisations on request.
Please note, we do not give financial advice in general or advice on pensions or which pension arrangement may be best for your needs. We manage pension investments and if you need financial advice on pensions you should contact an Independent Financial Adviser.
Financial Advisers, Accountants and Solicitors
We work with a number of professional intermediaries, managing investment portfolios for their clients who are seeking more than an off the shelf fund.
We can help with valuations, probate and bespoke investment management services for your clients.
We are completely independent and recognise the importance of your relationship with your clients. You can be assured that we will always act with integrity and professionalism to make sure clients remain confident in both your and our abilities to help them to achieve their objectives.
We are also always open to talking to professional intermediaries about how we can both work together.