Investing a sizable sum can be a daunting task.
You may currently be earning a minimal return in a bank or building society account. But moving from a savings account to investing in a wider range of assets may require more time or know-how than you have at your disposal.
You may have lost confidence in your existing investment manager and lack a plan tailored to your individual needs; one that is well-managed, monitored and reviewed to ensure changes are made as market conditions or your requirements shift.
Or you may be expecting an inheritance, divorce settlement, the proceeds of a property or business sale, or work bonuses in the near future.
While each client is unique, they all look to us for help generating the best income from their investments, growing their wealth and managing the tax they pay.
We manage most of our clients’ investment assets in individual portfolios on a discretionary management basis. This suits clients who want their investments selected and managed to meet their particular needs but who prefer not to be involved in the day-to-day management of them. But we are passionate about managing our clients’ money and are always happy to explain more about the investment decisions being made for you.