Benefits to clients

Our approach is simple, straightforward, proven and is totally focused on our clients. Benefits include:-

  • Consistent, timely and accurate service delivery
  • Bespoke financial planning from highly-qualified Financial Planners, certified by the Institute of Financial Planning
  • Thorough assessment of your tolerance to investment risk
  • Proven investment strategies
  • Professional discretionary investment portfolio management
  • Pershing Securities Limited acting as custodian of your assets
  • Secure, efficient and low-cost administration through Raymond James Investment Services Limited
  • Strategic partnering with other like-minded firms
  • Locum and associate provision to ensure business continuity at all times
  • Easy transfer procedures
  • Transparent fee charging
  • A select number of clients, to ensure personal service in line with our business ethos