INVESTMENT SERVICES

our wisdom is a
wise investment

We offer Independent Financial Planning and Investment Management & Administration for:-

* Individuals
* Pension schemes (including SIPP & SSAS)
* Trusts e.g. Discretionary and Accumulation & Maintenance
* Charities
* Companies

Investment portfolios are created mainly using collective investment vehicles, such as Unit Trusts, Open Ended Investment Companies (OEICs) and insurance based funds. The portfolios are individually tailored to meet clients’ investment aims, objectives and risk profi les. We are also happy to review existing portfolios and make recommendations for change where appropriate.

Investment Management is conducted on either an Advisory or a Discretionary basis. Portfolios are reviewed and reports issued on a regular basis, at a frequency agreed with the client.

Funds are monitored on an ongoing basis to ensure investment performance is maintained.