- Discretionary Portfolio Management for individuals and trustees
- Advisory Portfolio Management
- Investment Management for charities and pension funds
- Investment Consulting and Attribution Analysis
- ISA Management
- Cash Management
- Nominee and Custody
- Financial Planning, Tax Compliance and Advice
Financial Planning and Taxation ServicesServices include;
- Investment planning;
- Inheritance tax planning;
- Pension planning;
- Asset protection; and
- Tax-efficient long term care for the elderly.
We also provide advice and services to businesses from protecting key employees, partners and shareholders to arranging company pensions and employee benefits.
Reporting and Administration
Discretionary investment management eases the administrative burden by eliminating time consuming paperwork in what is now, more than ever, a very highly regulated business. Our administration team has experienced professionals who are justifiably proud of the quality and accuracy of our reporting systems.
We provide a full nominee service that holds stock on behalf of clients, coupled with cash management accounts to ensure quick and efficient stock settlement and administration of corporate events relating to client portfolios. Dividends and interest payments are paid into your cash management account, which will also hold your un-invested cash, pending re-investment.
As part of our service, we produce formal six-monthly reports to keep you fully informed about the progress and structure of your portfolio. Naturally, valuations are available at any time on request. Whenever we transact business on your behalf, we write to you with the contract note explaining what has been done and why.
Capital gains tax schedules can also be provided on a free basis for managed clients, subject to our having the necessary information regarding acquisition dates and costs.
Our investment managers will take the time to meet you and personally review the report whenever you wish to do so. Indeed, we are always happy to see clients and actively encourage clients to talk to us or seek a meeting, either at our office or your home, on a regular basis.