We are proud to say that we have clients who have been with us since we started the business in 1997. This is testimony to the fact that our business is built on relationships. Trust, accountability and innovation are key to our core values. Whilst our business is managing wealth, we have expertise in all areas of financial planning and provide tailored financial solutions for our clients. In the first instance please e-mail Malcolm Coury.
Through the expertise of our research and investment process, combined with leading wrap technology we provide the very best whole of market financial advice and the benefit of 24/7 on-line access to investment portfolios. We are one of a very small number of IFAs in the UK (less than 5%) with discretionary investment permissions which means we actually manage our client portfolios as well as providing financial advice.
In addition we have a number of very useful specialisms including a bespoke pensions sharing service that provides a detailed acturial report for couples getting divorced and cash flow modelling to help clients plan for their future financial needs.
