Wealth Management

Our full wealth management service is structured around a thorough assessment of each client's financial needs and risk profile.

Once we understand what you want to achieve, we will recommend an allocation of your assets into various investments - cash, stock market funds, bond and property funds and other assets such as gold.

We are equally at home providing you with access to the Emerging Markets as we are to recommending a non equity portfolio with fixed income and property funds.

We review and report regularly on your investments working closely with you to suggest changes as appropriate.

Our clients really appreciate our highly personalised service which means we are available at very short notice, often out of office hours, to provide hands on support.

We normally use Royal Skandia's excellent platform for trading, giving you access to an exceptionally wide range of funds, many of which can be traded with no charge.

We are continuously reviewing the markets and the systems that we use to allow us to track fund performance in detail and research what is best for our clients.