Individual Customised Portfolios
Whether you have built up a sum through savings, pension or inheritance, or perhaps the sale of a successful business, we can create a tailored portfolio to fit your particular circumstances.
Income Uplift Strategy
An enhanced income stream, comfortably ahead of rates available on cash deposits, is a high priority for many investors in the current low interest environment.
All Weather Strategy
For some clients, the priority is to reduce the impact of the volatility inherent in financial markets, for a greater chance of positive returns independent of market cycles.
Pension Fund Management
Our full discretionary investment management services are available for those wishing to invest their funds within a pension plan wrapper.
AIM and Tax-efficient Investing
Over many years, we have used our expertise to build a measurably strong track record of investing in the Alternative Investment Market (AIM) and other small company stocks.