We provide investment advice as part of the financial planning process - this
means that we take in to consideration your overall financial position and goals. What we do not do is "sell" individual products
but give you advice as to how to achieve your plans.
We are not discount brokers and although we can frequently buy units in Unit
Trusts and OEICS, for example, at heavily discounted prices this is done only as part of our advisory service for which
a fee is payable or commission retained - we believe that our advice is valuable to our clients and should be paid for appropriately.
We are happy to advise on either the whole of your investment needs or specific elements
if you prefer.
Most of our client portfolios can be accessed online via our web site at any time or statements provided on request, in addition to annual
or half-yearly statements.
We tailor our service to your requirements - we expect to fit in with your requirements,
not you with ours.
Follow the links below to read further about individual investment types or
go to the downloads page.
