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.

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:

• Comprehensive Financial Planning - working in partnership with you to create a bespoke financial strategy
• Investment Management - an integrated range of investment management services including:
  • Dynamic Cash Management - an efficient and convenient service to provide competitive interest on your cash deposits
  • Personal Managed Portfolio - a revolutionary discretionary investment management service combining sophisticated modelling with personal service
  • STOP PRESS, SEPTEMBER 2011: Solar Energy EIS - a complete service to assess whether you should take advantage of unique government-backed incentives to invest in Solar Energy EIS
• OmniView® - our bespoke online tool to help manage 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.

Comprehensive Financial Planning is designed for clients with total assets in excess of £1m
Dynamic Cash Management is designed for clients who expect to hold over £100,000 in National Savings, bank or building society accounts
Our Personal Managed Portfolio service is designed for clients who wish to invest over £100,000 in a wide range of asset classes for 5 years or more
Our Family Office service is designed for clients with total assets in excess of £10m