Whether you are looking to begin saving for the first time or have already accumulated a portfolio of investments, we are well placed to advise you and manage your wealth. We use Modern Portfolio Theory to create an allocation of different types of assets. This enables us to establish a suitable investment strategy whatever your attitude to investment risk is.

We have invested significantly in sophisticated technology to help reduce your cost of access to funds from all the leading fund manager groups. We also use our technology to monitor your investments and make ongoing recommendations to your investment portfolio as we see fit.

We are keen to make your portfolio as tax efficient as possible and use wrappers such as Individual Savings Accounts (ISAs) and Onshore and Offshore Bonds where relevant. We can also include products such as National Savings and Structured Products, Exchange Traded Funds (ETFs), Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs).

If you are looking to establish a portfolio outside of your estate, we can use the wide range of different trusts available. If you are already a Trustee responsible for the investment of an existing fund then we can provide you with advice relating to the investment of the Trust property.

To discuss your savings and investments in more detail, please call the office on 0800 6342 111