Investment and wealth management

Our investment process is one which is both quantitative and qualitative - in other words, the actual performance and statistical data is assessed,  as well as the style of management and focus.  Funds cannot merely be selected on performance alone, as markets are ever changing and last year's top performing market may not do the same the following year.

We will advise on the most efficient "wrapper" for your investments.  This advice is essential in maximising your available tax allowances and exemptions, and we work closely with our highly qualified tax specialists in this area.  We will also handle the administration of your portfolio, giving you much less paperwork to deal with.

Our portfolio management service is available not only to individual investors, but also to trustees, pension funds, companies and partnerships.

Please contact Katherine Finch for further information.

Use the following links for useful information:

www.moneymadeclear.fsa.gov.uk

www.investment.uk.org