What we offer
We don’t want to shoehorn you into one of our services. We’d prefer to get to know you.
Only then can we start to talk through the best way to help you. And if we don't think we can help, we'll tell you and point you in the direction of someone who can.
Before that, you’d probably want to know what we offer. We don’t believe in jargon but, so you can compare like for like, we will use a little bit of it here.
Discretionary Investment Management
We work hard to understand your needs and then create a portfolio of investments tailored to your requirements meeting regularly to update your personal circumstances and to make sure you are on track to meet your objectives and goals.
Wealth Management / Financial Planning
Your Financial Planner and Private Client Manager will work together to get to know you, your personal situation and your life goals
We’ll create a financial plan, taking into account your long term goals, your attitude towards risk and financial situation
We’ll build you a personal cash flow forecast to give you a comprehensive picture of what you will need at what points in life
Your Financial Planner will provide advice on your investments, pensions and estate planning
You’ll get regular updates on how your investments are doing by phone, email or in person, whichever suits you
Our Family Office service provides investment management and financial planning, along with access to legal, tax and accounting services – all in one location.
We build a team of experts to suit your needs and act as a central coordination point for your various advisers
You benefit from a holistic approach to the management and avoid duplication of effort and cost
We help you to articulate your goals and determine the best way to reach them
Charities and Trustees
Charities and trusts, like private clients, need individual and specialist support. We have the expertise and experience to do this and meet your specialist obligations.
Institutional approach to investment management
Guideline returns and downside protection
Bespoke work with trustee – trustee education and support