Asset Management

We provide you with a hands-on, fully monitored Investment Management service tailored to your specific needs. Our in-house portfolio managers will make all investment decisions for you, using a disciplined investment strategy with a long-term, flexible outlook. When coupled with our Personal Taxation Service, you get “end to end” service at its best.

COVID-19 Notice

As you will all be aware, at 20.30 hrs on the 23rd March 2020 the Prime Minister ordered the cessation of all non-essential travel and our office is now closed.

Despite the office closure, we remain fully operational, with the entire team operating remotely to maintain the high level of service you have come to expect from us. Our communications systems, be that phone or email remain unchanged so please do continue to communicate with us as usual. The only area that may prove slightly more difficult is post, although as you would expect there are arrangements in place to deal with this.

On behalf of the team, I would like to thank each and every one of our clients for their continuing support and we all wish you and yours good health through this worrying period. We look forward to seeing you all again as soon as possible.

To read our previous official statement regarding this issue, please click below.

How Our Team Will Help You

In an ever-changing investment environment, you need a steady and experienced hand to guide you towards success. Our Asset Management service offers you a disciplined active approach with our discretionary in-house portfolio…

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What Do We Offer?

Discretionary Management

We will discuss your specific objectives as well as both your attitude to risk and your capacity to tolerate that risk to create a portfolio that fulfils your individual requirements. You then leave the responsibility for the day-to-day management of your portfolio at our discretion. We will provide you with regular performance progress reports to keep you informed and reassured. Your trust in our dedicated and experienced investment team is rewarded with a first-class asset management service that has your best interests at its very heart.

Personal Tax Service

Your tax no longer needs to be taxing. We will assist you with all your personal tax affairs including your annual tax return. Our in-house specialist completes and submits your annual tax return for you and reviews your investments regularly with your portfolio manager to ensure maximum tax efficiency. By leaving your tax and investment affairs in our capable hands, you can be sure that they are managed in the most tax-efficient manner.

Our Client Portal

Our client portal is your secure electronic gateway to an online space where you can view both up to date valuations, historical data and information relating to your account. You will find this to be a safe and convenient sharing mechanism between us that is accessible 24/7.

Useful Articles and News

Investor Update 22 July 2020

Most clients and investors are feeling a little more sanguine about the value of their portfolios, ISAs and Pensions since the depth of the market retreat in March. This of course is despite the pandemic still being a deadly threat and yet to reach its peak in many parts of the world.

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Investor Update 30 June 2020

Much media and investors attention focusses upon equity markets particularly when they slump as happened when the COVID 19 pandemic went global. The fall in the FTSE 100 became front page news, or whatever the on-line equivalent is these days!

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Investor Update 26th May 2020

After the global stockmarket rally in April, May has been more settled (so far) although it still feels as if the investment world is in limbo, fighting a two-way pull. Glass half-full – things will get better and equities are forward-looking investments.

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