We believe in building long-term relationships with our clients and educating them about financial matters that affect their wealth is what makes us stand out from other IFAs.
We provide value-added service to our clients by establishing relationships and working with highly respected solicitors, accountants, and other discretionary partners.
This approach ensures that we are able to offer a much broader spectrum of services to meet individual client needs.
Our widest possible investment choices:
Because we can never be sure of what the market will do at any moment, we always emphasise the importance of a well-diversified portfolio. For optimum diversification we offer our own in house bespoke Model Portfolios, in house discretionary portfolios in conjunction with leading fund research groups and low cost passive managed ETF portfolios.
Our Flexible and Transparent Fee Structure:
We offer clients a choice of remuneration methods that suit individual clients. Depending on a client's preference, a suitable billing method may be chosen, but all rates and charges are confirmed prior to the commencement of any service.
Our Proven Track Record:
We were founded in 1983 and have established a track record of over three decades of helping clients achieve their financial goals. Many of our clients have relationships with the firm that go back decades.
Small Firm, Big on Service:
We have deliberately maintained a small footprint managing a reasonable number of clients to deliver high-quality, highly personalised advice to every client.
Our Structured Processes:
We follow a highly disciplined and structured process to identify clients' risk tolerance, current circumstances, and investment goals. We use that process to ensure that the portfolios invested on a client's behalf match individual investment profiles.
This structured process ensures that the investments are continually monitored and that changes are made appropriately, on an ongoing basis, to reflect a client's evolving lifestyle.