Clients

For many people, building and preserving wealth can span a lifetime. Our philosophy, therefore, is based on a longer term investment outlook, focusing on investments likely to deliver real returns across the investment cycle.

In our experience clients look for an investment strategy flexible enough to offer the best returns in varied market conditions, and adaptable enough to cater for changing income and capital needs.

We believe the best way to achieve this is simply by listening to what you tell us about your personal circumstances. Unlike many of our competitors, we don’t automatically match you to the most suitable ‘model’. Instead, we work with you to design an individual portfolio that best suits your unique circumstances.

We will assess your attitude to risk, and identify your investment goals. Once we have agreed a suitable investment strategy with you, we make sure you continue to benefit from reliable communication and easy access to the team responsible for stock selection and management of your portfolio.

Investments can be offered in a variety of tax wrappers, including General Investment Accounts (GIAs) and all types of pension investment including SIPPs, ISAs and Offshore Bonds.

We also provide support and advice to Trustees and Executors in implementing their instructions on the investment of Trust or Executory funds and, sometimes, under the terms of a Power of Attorney.

Our Investment Solutions are designed for

  • Private individuals

  • Trusts

  • Charities

  • Group Pension Schemes

  • Personal savings vehicles

  • Company funds

If you would like more information
Get In Touch
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