Our Services

Building your wealth management solution

We search the entire market to ensure you are equipped with the most appropriate solution tailored to suit your individual needs. We are not restricted in our selection and assemble high quality financial components rather than re-sell generic solutions.

Although packaged solutions can sometimes meet financial planning needs often they represent a compromise in terms of access to the full range of investment available. We only recommend an “off the shelf” solution where there are clear cost, functional and administrative benefits to our clients.

Investment philosophy

Central to all financial plans there must be a reasoned and thoroughly researched approach to the investment of both pension and non-pension capital.

Our approach to helping clients invest their capital relies on the latest macro economic research and analysis incorporating statistical analysis of historic returns and investment needs.

Thorough analysis of external fund managers enables us to create a universe of “best of breed” funds which we use when building your financial solution. If access to specialist investment management is required, for example in relation to direct investment in AIM listed stocks, we employ selected external investment houses.

Reviewing your financial plan & investments

Your Wealth Management Consultant will agree a schedule of regular financial plan reviews which are convenient for you. The frequency and depth of these are up to you; we recommend that an annual review, at least, is essential.

As part of the review process we will make recommendations for the sale or purchase of funds as and when we believe it is appropriate and in your best interests to do so.