What Services I Provide

Find an investment manager

There are currently over 160 firms in the UK alone who offer investment management to private clients. This does not include the countless number of IFAs who offer investment advice. Trying to find the most appropriate firm for your specific needs can therefore be a daunting prospect.

Review your Investment Manager

It is estimated that there are now over 500,000 families in the UK with investment portfolios of over £1m. If you are one of these and employ an investment manager or IFA to manage this money on your behalf, the chances are that you are paying over £10,000 pa in fees to them. If you have significantly more wealth you may be paying £100,000 pa or more but:

  • Are you getting value for money?
  • Is your investment portfolio still structured correctly to meet your current needs and those of your family?
  • Is your portfolio held within the most appropriate structure for you/your family?