Wealth Management

We have an excellent reputation for managing portfolios for our clients.

The larger and more complicated the better!

We have authorised Financial Advisers and qualified, highly trained staff who can help. For example, some clients ask us to automatically review their portfolio each year.  For general administrative tasks, we have staff who will liaise with the investment houses and insurance companies so that you don’t have to. Our typical client may have a portfolio which comprises Individual Savings Accounts (ISAs), unit trusts, managed bonds, equities, pensions and life assurance. The client may want us to review the underlying funds and make recommendations for switching as and where necessary.

The value of your investment can go down as well as up and you many not get back the full amount invested.

For more information please call us on 01392 678 555