Law firms recommend their clients to us as they know that such referrals will be handled professionally and without the hard sell often associated with larger investment houses. Investment portfolios for private individuals, companies, Trusts and Charities are constructed on an individually tailored basis, again an increasing rarity in a world dominated by large investment banks pushing their own in-house products.
We recognise that building strong working relationships is the key to providing an excellent service and this level of excellence is mirrored in the way we will approach your client’s requirements, whilst keeping you in the driving seat of your ongoing client relationship.
We have been providing investment management and financial planning services to both local and national accountancy firms for many years, and we have the experience to handle even the most complex of cases.
Investment portfolios for private individuals, companies, SIPP & SSAS pension arrangements together with Trusts and Charities are constructed on an individually tailored basis, again an increasing rarity in a world dominated by large investment banks pushing their own in-house products.
As a trusted consultant to a number of independent financial adviser teams (IFAs) we have, over the years, developed a reputation for competence, efficiency and, perhaps most importantly, integrity, which means that we are a natural choice for many firms across the UK.
Whether your expertise lies in insurance, protection or investment, we believe that we have the skills and the experience in financial markets to help you offer another valuable service to your clients; be it simple share-dealing or more comprehensive portfolio management services. Not only will your clients receive the highest possible level of service from a dedicated financial adviser, but that we also have rigorous internal systems in place to protect your relationship with your client.