A real partnership
We have an exceptional track record in managing client monies and pride ourself on delivering a first class service in all aspects of investment management.
We recognise the time and effort you have spent in developing your client relationships and see our expertise as complementary to yours. We provide a highly personalised investment service thus enabling you to free up your time to focus on your areas of expertise.
Put simply, we're here to help you.
We form real partnerships with professional advisers
With the new RDR regulation coming into force it makes it more important for you to choose the right partner when providing investment management solutions for your clients. Much of our new business comes through professional advisers and we naturally recognise the importance of working in partnership with you to achieve your clients’ aims.
We believe in building long-term business relationships and it is crucial to our business that we provide a superior service to you and your clients.
As an independently owned business which is client focussed and quality driven, we are determined to provide you and your clients with the best service possible.
An essential part of our relationship is to provide regular communication on both performance and topics of interest. We ensure that you have information about our current investment strategy and we keep you up to date and informed about everything we do for your clients.
In addition, we run quarterly investment seminars for professional advisers sharing our views and providing a forum for open discussion about investments and markets.
You and your clients have access to daily valuations online. Hard copy valuations are available every six months or as often as you feel necessary.