Private Clients / Investment Management
Professionals accumulating personal wealth, wanting to pass on management of their portfolio to a Wealth Manager.
Retirees that want to consolidate, plan their future income and protect the next generations.
Lump sum cash from pensions, inheritance, or sale of property.
Business owners with surplus capital that will benefit from the potential of increased returns an investment portfolio can offer.
Trustees or Executors needing to review an existing trust, or set one up from the start.
Investment expertise in collaboration with experienced solicitors to ensure Trustee’s responsibilities and obligations are met.
We are able to manage any ethical restrictions that the trust portfolio may have.
You dedicate your time to your clients, whilst we manage their investments on a discretionary basis.
Offering bespoke portfolio’s, offshore bonds, ISA’s, pension planning solutions and retirement income strategies.
We provide high-quality reports ensuring your clients are kept well informed.