Accountants and Solicitors
Over many years, we have developed a reputation amongst the professional community for providing an efficient, personal service and we are proud to have strong links with many firms of solicitors and accountants, both locally and nationally.
"Our advisors are always on hand to attend Trustee or Executors' meetings when required."
Such firms are happy to recommend their clients to us as they know that such referrals will be handled professionally and without the 'hard sell' often associated with larger investment houses. Investment portfolios for private individuals, companies, Trusts and Charities are constructed on an individually tailored basis, again an increasing rarity in a world dominated by large investment banks pushing their own 'in-house' products.
Our advisors are always on hand to attend Trustee or Executors' meetings when required. Copy contract notes, provided as standard to the introducing solicitor or accountant, and on-line access to portfolio valuations are useful additional tools for the professional firm seeking to keep up to date with the progress of their client's investments.