|
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.
PREVIOUS
| NEXT
|
