Law firms 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.
We recognise that building strong working relationships is the key to providing an excellent service and this level of excellence is mirrored in the way we will approach your client’s requirements, whilst keeping you in the driving seat of your ongoing client relationship.
Our advisers are always on hand to attend Trustee or Executors meetings when required.
Our quality and fair prices have enabled us to celebrate over a century of success.