Professional partnerships for better client outcomes.
There are times in your clients’ life when they may need holistic financial advice to help steer them through a complex issue or change in circumstance. Perhaps they are looking for estate planning advice, navigating divorce or have recently sold a business.
We work closely with solicitors and accountants to complement the services you already offer your clients, working in partnership with you to add value and develop a plan for a better client outcome.
We have extensive experience of working as a team with other advisers, take pride in our efficiency and ability to establish and maintain long-term relationships.
We understand that your clients are your top priority and that each client’s portfolio structure must stay within their risk parameters and investment requirements.
By acting as your referred investment partner and financial planner you can rest assured your clients are in good hands.
Areas of support we can provide are:
Provide holistic financial planning advice covering the full range of services from Pensions to Business risk, Investments through to insurance
Deal with day-to-day strategic and administrative duties, and be totally accountable for all investment issues under our control
Construct and manage your clients’ portfolio through diversification by asset class, in accordance with agreed benchmarks
Manage portfolios that include direct equities, Gilts, Unit Trusts, OEICS and Investment Trusts. ISA’s can be transferred within a portfolio, as we are authorised ISA managers
Prepare a comprehensive fiscal reporting package including CGT schedule, income schedule and consolidated tax certificate
Where required, share our fees to create a revenue stream for introducers of business
Talk to us now
Contact us today to see how together we can build a partnership to take your clients where they want to go.
View more
Consulting
Tailored solutions including research, governance and oversight, designed to add value to your operations.
Execution, Settlement & Custody
Whole-of-market execution, settlement, custody, reporting and compliance services.
Investments
A full range of investment and wealth solutions, backed by expert research, tailored to your mandate.
