Financial Planning

We offer independent Financial Planning Services. Offering tailored financial plans that fit our client’s life goals.

With an eye on managing investments in the most tax efficient way for now and for future generational planning.

Investment Management

We believe in investing using the most up to date thinking and looking to deliver in the most cost effective way to achieve the best possible net returns for clients. We are investment specialists and this is what we do!

We advise across the whole of the market for funds/security selection and because of our size and bespoke nature we can make decisions quickly and seek out smaller, more nimble funds that are off limits to larger firms due to their minimum investment criteria and model approach. The ability to spot the next up and coming fund can help provide returns in excess of the norm.

Core Services

Day to day investment decisions are left to your dedicated portfolio manager to manage within parameters agreed by you.
Before any portfolio changes are made, I will discuss the rationale with you. This service is aimed at clients who have high market engagement and a good level of knowledge.
No advice is given, instruction to trade comes from you. Raymond James provides access to their custodian and trading services only.

We offer a full range of investment products and can manage money across a wide range of tax wrappers from multiple providers, allowing all your wealth to be managed under one roof.

Investment Products:

  • Exchange Traded Funds
  • Mutual Funds (OEICs/Unit Trusts/SICAV)
  • Government and corporate bonds
  • Investment Trusts
  • Wider range Investments – for example, Hedge Funds and Structured products
  • Direct global equities – traded on 25+ global markets
  • Structured Products

Tax Wrappers used for Investments:

  • Individual Savings Accounts (ISAs)
  • Junior ISAs
  • Offshore Bonds
  • Self Invested Personal Pensions (SIPPs)
  • Qualifying Recognised Overseas Pension Schemes (QROPS)
  • Small Self Administered Schemes (SSAS accounts)