Investment

Our investment service is designed for clients with over £500,000 investable assets. A summary of our investment strategy may be found here.

Accountable but easily operated - keeps you in charge but delegates day to day operations
Access to equity, fixed interest, property and hedge funds - provides diversification
Tax efficient utilising personal tax allowances, offshore wrappers and pension accounts – reduces tax take and improves net returns
Consolidated valuations, online and with 6-monthly hard copies – keeping you informed
Performance monitoring – shows how your investments match their peers
Active ongoing advice – stops your portfolio from stagnating in underperforming funds