A comprehensive package

Our investment management services include:

discretionary portfolio management
a global investment mandate
investment in direct equities and funds e.g. unit trusts and investment trusts
multi asset class portfolios
management of tax efficient portfolios e.g. ISAs, SIPPs, bonds and trusts
annual Consolidated Tax Vouchers reflecting all income received in the account
annual Capital Gains Tax reports reflecting yearly gains and losses
investment reports
portfolio valuations
CAPCO insurance cover on assets. The Customer Asset Protection Company (CAPCO) provides additional insurance protection, covering cash and qualifying securities held with our custodian, Pershing Securities Limited, in excess of the protection provided by the Financial Services Compensation Scheme