About the Business
Investment Strategies - we use sophisticated asset allocation modelling tools to preserve and grow capital and, if required, to provide desired levels of income, within a tax efficient framework. We can advise Trustees regarding their investment responsibilities. We also have links with City-based Discretionary Fund Managers, which enable our High Net Worth clients to receive a tailored investment strategy and a personalised service.
Long Term Care Fees Planning - to help plan for the needs of the client in consultation with solicitors and the family.
Pension Audits - most people do not undertake regular review of their pensions and, as such, may be in a scheme with particularly high charging structures and a limited choice of funds. We can provide a comprehensive review with the aim of meeting future income requirements.
Location & Hours
77-81 High St
