We offer investment services and portfolio management on a discretionary and advisory basis.

We are mandated by institutions, trusts, charities and the private investor. For big or small investor alike, the service is a very personal one.

Services 

• Discretionary asset management
• Advisory asset management
• PEP and ISA Inland Revenue approved managers
• Collectives advice
• Independent research
• Global investments
• Individual service
• Pension Fund Management
• Management of SIPPs and SSASs

Tax Efficiency Services

For many of our clients, mitigating tax is a priority.  We look for the fittest and most efficient tax structures within which to invest your money. Reducing Inheritance Tax (IHT) liability, for example, might mean investing on the Alternative Investment Market where, under current legislation, certain stocks are exempt from IHT. Another popular tax-efficient vehicle is a SIPP, but much depends on your investment goals, and these tax efficiencies might also be found offshore, or in trusts.

Any tax reliefs mentioned, such as IHT planning are those currently available and may therefore change. There value depends on the circumstances of the individual investor.