We pride ourselves on providing a high level of personal service, and our benchmark of success is delivering positive real returns for a given level of risk, within a tax-efficient portfolio. Over the years we have built long-standing relationships with our clients based on understanding, trust, and a commitment to excellence.
Many of our client relationships go back over 30 years. We aim to meet your objectives with a robust investment process, strong performance and an exceptionally high level of personal service. We are well resourced, with access to leading industry research, analysis, data, and independent opinion. We provide the complete service - investment management, pensions, tax planning, and inheritance tax advice.
Many of our client relationships go back over 30 years. We aim to meet your objectives with a robust investment process, strong performance and an exceptionally high level of personal service. We are well resourced, with access to leading industry research, analysis, data, and independent opinion. We provide the complete service - investment management, pensions, tax planning, and inheritance tax advice.
Services
Our investment process is designed to contain risk and volatility to acceptable levels. We ensure that your portfolio is managed within the risk tolerance agreed with you at the outset, and reviewed on a regular basis or if your circumstances change. We have extensive experience and investment in research and analysis, with skilled staff, software and systems dedicated to this process.
Selection begins with scanning of performance data. We have an extensive database containing performance and other data covering more than 10,000 unit trusts or funds. The performance characteristics of each fund are investigated in depth. Factors such as correlation, alpha, beta, draw down, performance in Bull/Bear markets are reviewed.
Constructing individually tailored investment portfolios in accordance with your risk profile, which are established, monitored, and reviewed on an ongoing basis. Consolidating some or all of your pensions into a new scheme with lower charges and a wider range of investments with industry leading funds.
You can either borrow against the value of your property or sell all or part of it in exchange for either a lump sum or a regular monthly income. Equity Release can be a useful way to help finance your retirement, but as with any financial product, it has risks and is not for everyone. Also, it is important to remember that the interest rates charged can often be higher than those offered on regular residential mortgages.
In most cases it is possible to shelter some of the estate assets from inheritance tax, resulting in considerable reductions in the potential tax liability. In some cases this can be eliminated altogether. IHT planning is frequently a pre-requisite to any investment. Where appropriate consideration is given to incorporating investment portfolios within IHT efficient arrangements.
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