We predominantly look after private clients and their families, smaller charities and entrepreneurial businesses.
We are fully independent which means that we will recommend platforms, tax structures and investments from the “whole of the market” and will, therefore, only pick those that best suits our clients’ needs.
We look across the broad spectrum of asset classes; this ranges from cash and bonds, equities and property to the higher risk investments such as Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs).
In order to access this range of assets we research and select open-ended investment companies (OEICs) and unit trusts, investment trusts and exchange traded funds (ETFs) as well as individual shares and structured deposits.
We provide an advisory service which means that no decisions are made or implemented until they have been fully discussed, understood and agreed at each stage of the process.
We are proud that we often advise many generations of the same family as we believe that this is a reflection of the quality of service and advice that we provide.
*Not all inheritance tax solutions are regulated by the Financial Conduct Authority
**It is important to understand that equity released from your home will be secured against it