Investment Reviews

The best way to protect your position is to review your assets and your financial needs, annually. We offer this facility to everyone. It is essential with changing tax and investment climates.

If we work with you for the first time, we produce a detailed report, reacting to the information you provide. We offer recommendations that may involve the use of Trusts or if we feel it appropriate, would contain new investment choices reflecting your tax position and your future requirements.
For Investment planning we make recommendations based upon the Whole of Market.

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Our reports are provided entirely for free. If you are unimpressed you are under no obligation. If you proceed, the paper contains a menu of all charges you could face. Everything is disclosed and nothing is hidden. Thereafter it is entirely a matter for you to decide if you wish to press ahead or withdraw.

If you are a Trustee, we can guide you through the intricacies of the Trustee Act 2001. That Legislation gives a modern framework for the investment of Trust assets, compatible with current trading settlement rules for Stocks and Shares, computerised clearing systems and the employment of Discretionary Fund Managers. Again we believe that to satisfy the duty of care specified by the Government, all Trusts should be revisited every year.