Services for accountants and solicitors
Guide clients through the investment maze
Guide your clients through the maze of investments and support them with a range of tailored services.
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Dedicated investment managers
Your clients will each have a dedicated investment manager, who will understand what they want from an investment portfolio and invest appropriately to achieve their aims.
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Understanding your client
Supported by our continuous research and analysis of long-term economic trends and the financial markets, we will balance potential risks and potential returns, depending on your clients’ objectives.
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An investment option to suit every client
Bespoke Portfolio Management
Help clients preserve capital, generate income and grow their investments in a portfolio created to match individual goals and risk profiles. Typically for clients with £150,000 or more to invest, this service is supported by dedicated investment managers.
Master Portfolio Service
Your clients can choose from six pre-defined portfolio options to suit their investment aims and attitudes to risk. Our Master Portfolio Service offers an easy-to-understand first step into investing.
AIM Portfolio IHT Plan
Your clients can reduce their inheritance tax liability after only two years with this plan, while still maintaining control of their assets. We invest your clients’ money in qualifying shares quoted on the Alternative Investment Market.
Court of Protection and Personal Injury
A tailored investment service for clients appointed by the Court of Protection or who have been awarded damages for personal injury themselves and may need to plan for a lifetime of care.
Estate and Tax Planning
Your clients’ investment strategies can significantly affect their exposure to inheritance tax. We can help them reduce their liabilities and pass on more of their assets with a sound financial planning strategy.
Retirement and Pension Planning
Looking not just at your clients’ pension policies but their assets as a whole, our specialist financial planning team creates co-ordinated investment strategies for your clients’ later life.
