Our Service

We provide a very focussed and personal service which has been refined over the years to suit the needs of our clients. 

Our investment service is based solely on our belief of what is right for our client. We run no products of our own so our investment team is independent and free to choose the best investments available.

Our portfolio structuring service is aimed at helping clients review and consolidate existing polices and portfolios and, when the time comes, drawing funds from their portfolios in the most efficient manner.

We value the expertise that other professionals bring, we therefore like to work in close partnership with our clients' other advisers, usually their solicitor and accountant, to ensure that they have the most suitable and joined up arrangements for their circumstances.

In regulatory terms the service that we provide is now known as "restricted" for the reasons detailed here.