Personalised investments
Our team of chartered investment managers carry out thorough market research, selecting how much and when to invest. Each manager has access to a wider administrative support team, and an in-house research team, undertaking thorough due diligence before providing a list of what we deem to be 'best in class' funds. Investments are chosen in line with a client’s agreed strategy, attitude to risk and personal preferences.
Although we do not offer tax advice, we often use ‘wrappers’ to provide investments with a level of protection from tax. These include ISAs, SIPPs and Offshore Bonds. We also partner with solicitors, financial advisers and accountants where required.