We offer a comprehensive and sophisticated service that is tailored to meet your individual investor requirements. Before we accept a mandate from a new client we establish the purpose and time horizon of the funds you have available for investment. Thereafter, we like to meet you on a regular basis to review performance, investment objectives and associated risk profiles.
We provide you with a detailed quarterly investment report that includes a valuation and asset allocation, a measure of performance and its attribution, a reconciliation of cash movements, and a market commentary. At the end of the tax year we provide a full range of tax schedules that enable annual Tax Returns to be completed with a minimum of fuss.
Range of investment services
We offer the following range of investment services:
- Discretionary management of portfolios, comprised of stocks and shares, bonds and managed collective funds
- Individual Savings Accounts
- Self Invested Personal and Small Self Administered Pension Plans
- Tax Efficient Alternative Investment Market quoted ordinary shares
- Venture Capital Trusts and Enterprise Investment Schemes
- Commercial Property Partnerships
- Hedge Funds and other alternative investment vehicles
- Alternative Investment vehicles such as Hedge Funds, Commercial Property Investment Companies, Private Equity collectives