Investment Advice

We have dedicated investment specialists who willwork with you to create your unique investment portfolio. The areas where we provide expertise include:

  • Investing for income
  • Investing for capital growth over the long term
  • Investing for capital growth with a view to receiving income in the future
  • Inheritance tax planning
  • School fees planning
  • Funding long term care
  • Investment of corporate money
  • Trust investments
  • Investment of pension funds

It is important to state that we are tax and investment advisers, not discretionary managers. That means we take your investment portfolio and manage it in conjunction with you.

The Financial Services Authority does not regulate taxation and trust advice or school fees planning.

The value of investments can go down as well as up and you may not get back the full amount invested. The level of income is not guaranteed and can go up or down.

If you have a specific issue you would like to discuss that is not shown, pleaseĀ contact us.