We pro-actively seek to identify areas for potential Protection and Investment products for our clients. Where necessary we work very closely with Independent Financial Advisers who are authorised by the Financial Conduct Authority. This is part of our overall approach to client care.
Being able to provide independent financial advice is a key feature of the financial services ethos of our practice.
Our Investment Management approach is tailored to meet your specific needs, whether it is managing assets in both the UK and global markets, building investment strategies to cater for high net worth value private clients or advising & administering corporate or individual pension schemes.