Clients

  

Private Clients - Personal Financial Planning

We work with clients to understand their personal financial goals and objectives for their portfolio. We then build an investment plan to meet these objectives and agree an investment program with the client. We pay special attention to the existing portfolio of new clients to ensure that a holistic view of clients' financial needs is observed.

 

Corporate Clients

  • Corporate Pension Schemes including SSAS
  • Group Personal Pension Plans
  • Executive Pension Plans

 

Overseas Clients

A number of our clients live outside of the United Kingdom. We are able to provide them with portfolio services in a manner similar to that available to UK clients.

We are aware of the key tax considerations that may apply in such situations and many of our clients living abroad utilise our banking facilities located in the Isle of Man.

We are also able to accept clients who are US residents for certain classes of investment.