A new blue print for a wealth management relationship.......

The financial services and banking sector has been experiencing a period of significant change and uncertainty, with investors becoming increasingly concerned about the impartiality and quality of the advice they receive.

Arguably speaking, the need to have a trusted adviser who is independent of a bank or investment institution, has never been greater. We believe it is time for a new approach in wealth management which is based upon genuine transparency and proper due diligence.

Drawing upon our experience over the last 25 years, we have created a number of innovative services specially designed to meet the needs of our High Net Worth clients:

• Financial Planning - working in partnership with you to create a bespoke financial strategy
• Investment Management - an integrated range of investment management services
• Dynamic Cash Management - an efficient and convenient service to provide competitive interest on your cash deposits
• OmniView® - an online tool to help manage all your investments, assets and key documents
• Family Office - designed to meet the more complex need for coordinated investment, tax and estate planning, and lifestyle management of affluent families

Our clients value our experience, our expertise and above all the quality of personal service which we are able to provide. We would be pleased to explain how our services might be appropriate for you.

Dynamic Cash Management is designed for clients who expect to hold over £250,000 in National Savings, bank or building society accounts
Our Wealth Management service, combining financial planning & investment management, is designed for clients with investable assets in excess of £1m
Our Family Office service is designed for clients with investable assets in excess of £5m