Whether you are employed or retired, have sold a business, inherited wealth, are a Trustee, a professional or even a lottery winner, our Investments and Pensions team offer independent and impartial advice on cash management and the investment of capital and surplus income.
Our service includes:
• Financial Planning
• Investment Administration
• Portfolio Management Service
• Pension Planning: accumulation/ realisation
• Life assurance and other protection insurance
This is a high quality, fee-based service led by your requirements and aspirations. Diagnosing your situation and your attitude to risk is always our first step. Only then will we suggest a range of specific proposals and carry them through to implementation, providing legal and taxation assistance along the way, if needed. We can even relieve you of the tasks associated with running investments and finances, via our administrative and management service operated by our Investments Team.
Through our Portfolio Management Service, you can also enjoy cost-effective, informed access to a balanced portfolio of investments in the world market. All investments are chosen after rigorous quantitative and qualitative analysis.
Another service you may find particularly valuable is that offered by our pensions specialists. They can guide you through the bewildering choice of pension options and carry out advice-led, financial counselling for you or those who work for you.
Our advice on a range of protections and insurances can also assist in safeguarding against the unexpected. This will help you through the often tiresome underwriting process and ensure, through our legal resources, that the most appropriate trusts are executed where necessary to avoid unnecessary tax and administrative burdens.