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
