The best way to protect your position is to review your existing investments and your financial needs, annually. We offer this facility to everyone. It is essential with changing tax and investment climates.

When we work with you for the first time, we will produce a detailed report, in relation to the information you provide. We offer recommendations that may involve the use of Trusts or if we feel it appropriate, may contain new investment choices reflecting your tax position and your future requirements.

For all Investment planning we make recommendations based upon the Whole of Market.
We work on a fee or commission basis and all charges will be explained at your free initial consultation. Everything is disclosed and nothing is hidden. Thereafter it is entirely a matter for you to decide if you wish to proceed or not.

If you are a Trustee, we can guide you through the intricacies of the Trustee Act 2001. That Legislation gives a modern framework for the investment of Trust assets, compatible with current trading settlement rules for Stocks and Shares, computerised clearing systems and the employment of Discretionary Fund Managers. Again we believe that to satisfy the duty of care specified by the Government, all Trusts should be revisited every year.