Our Investment Advisory Service is for people who wish to manage their own money but need help from a professional. Your adviser will recommend an investment strategy that is tailored to your needs and will be available to provide continuous guidance on all of your financial decisions.
- Investment management
We can manage your investments for you, determining which ones to buy and sell, how much to invest, and when.
- Investment advice
Our investment advisors can create a customized portfolio for you and provide guidance on all of your investment decisions.
- Sustainable and ethical investing
We have a 15-year track record of successfully executing sustainable and ethical investment mandates for clients.
- Retirement planning
Investing in your pension and making plans for the retirement you desire.
- Inheritance Tax and estate planning
Taking care of an Inheritance Tax bill and transferring your assets.
- Tax planning
Using the various allowances and reliefs to structure your finances tax-efficiently.
- Gifts, philanthropy and charity
Giving money, donating to charity, and leaving a legacy are all options.
- Specialist investment advice for professionals
We understand the challenges some of the professionals’ face and we have the specialist knowledge and expertise to help them achieve their financial ambitions.
- Accountants: Specialist support for accountants and their clients.
- Lawyers: Financial planning and advice for barristers, solicitors and their clients.
- Business owners: Advice for business owners, entrepreneurs and the self-employed.
- Company executives: Helping company executives to achieve their goals.