Helping you make the best
We start from the belief that effective financial planning is far more complex than simply arranging individual products.
We have a dedicated investment team who look at the entire investment universe.
They conduct detailed research into each fund and product we recommend. Their remit is to also look at the global macro picture and make tactical geographic and asset allocation decisions with the aim of providing positive returns whilst minimising downside risks.
In designing and managing the portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation for the business and the shareholders.
Some of our clients run companies with excess cash reserves which will not be needed for some years when they plan to expand so would like better returns than cash on deposit. Holding large deposits in one financial institution carries its own risks.