Wealth Management

We offer advice on many types of investment products including ISAs, Unit Trusts, OEICS, Investment Trusts and Insurance Bonds.

We also look VCT’s, EIS and other investments that qualify for Business Relief where it is appropriate for our clients. We identify the right products according to the tax structure and suitability for our clients’ needs.

We create diversified investment portfolios through the blending of different asset classes, in order to provide income and capital growth to protect your purchasing power in real terms against persistent inflation.  We achieve this through a thorough analysis of funds and securities using a powerful system called Financial Analytics which is also used to monitor ongoing investment performance and continued portfolio selection suitability.

Our advisory investment service is based upon a state of the art custodian and dealing platform with Raymond James Limited.  The platform offers a very competitive fee charging structure, on-line access for viewing and comprehensive reporting facilities including capital gains tax calculations and consolidated statements for tax reporting.

All our clients have individual bespoke investment portfolios that are designed for them taking into account their personal circumstances, objectives and attitude to investment risk.  Becoming a client with us is centred on understanding your needs and building an ongoing relationship though regular review meetings and client communications.

If you think that we may be able to assist you with your Wealth Management please call us on 01494 683100 and speak to one of the team