Partnering with you
We understand that financial advisers need to work hard to meet their clients financial objectives.
We offer two services for financial advisers; our Bespoke Discretionary Management Service, that allows you to outsource the management of your clients’ portfolios, letting you focus on holistic financial planning; and a ‘Core and Satellite’ Portfolio Service. These can be supplemented by our specialist IHT and EIS tax efficient portfolios where appropriate.
Both services are managed by our experienced investment managers who are supported by our specialist research team and can be used alongside ISAs, personal pensions such as SIPPs, Trusts or included in an offshore bond.
Working with you
As an adviser you retain and manage the client relationship, with responsibility for your clients overall financial planning requirements and suitability, whilst we focus on managing their portfolio to meet their investment objectives.