Investment

Our discretionary investment service is designed for clients with over £500,000 investable assets. Key points are:

• We are accountable
• Access to equity, fixed interest, property and alternatives including strucured products - 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 3 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