What makes us slightly unusual, in fact very unusual, is that we don’t pretend to make the whole business of investing seem much more complicated than it really is.
After all, there are only four main choices: cash, bonds, equities and property.
Unfortunately, every passing day presents a whole fresh seam of statistics for the marketing teams to play with. Hardly surprising therefore that dozens, even hundreds, of investment companies can ‘prove’ they are the best.
We’d be delighted to help you cut out the noise.
We will always agree fees for the whole project with you before any serious work begins. Typically, for advising and setting up new investments, the total cost comes to around £1,000 plus 1% of the amount concerned. That works out at £3000 for a £200,000 investment for example.
Once in place we offer a package of ongoing support from 0.35% pa to 1% pa, but typically 0.6% p.a. for funds under £500,000. So £150 per quarter for every £100,000 invested.
This means the total annual cost of investment can be kept as low as 1% p.a. ‘for everything’, including investment management, financial and tax advice, and platform administration and custodianship.
Free initial discussions or meetings
Responsibility for the advice we give
Oeics, Shares, Investment Trusts, Insurance Bonds,Sipps
Regular portfolio review meetings and ongoing support
Individual account manager dedicated to you
Face to face, online and telephone contact as preferred
State of the art technology
These are just some of the investment companies we can access. There are hundreds. We are totally independent and will make our recommendations based solely on your best interests. We receive no commissions or other ‘secret’ benefits from any provider.
Pension Options at Retirement
Investments for Individuals
Investing for IHT Mitigation
Investments for Family Trusts
Services for other IFA Firms
Pensions & Divorce
Life and Health Insurance
Solicitors and Accountants