Our new clients often have an existing investment portfolio or cash arising from inheritance, gifts from family business sales, or wealth that has been built up over the years. While most clients have joined us based on our reputation or through a recommendation – the common factor is that they are seeking professional management, either for new investments or for an existing portfolio where they are concerned about the capability of their existing investment management firm. The investments may be held as a General Investment Portfolio, within ISAs or other investment wrappers including pensions and trusts.
We typically find that our clients span multiple generations, which we consider when managing their portfolios alongside any financial planning requirements.