Useful Information

Consider your attitude to risk on a scale of 1 to 7 (very cautious to speculative) respectively. The higher the risk the greater the potential returns but the greater the volatility. The vast majority of the investments we handle fall in to the risk range 2 to 5 on this scale.

In addition to maximising investment returns, people look for tax-efficiency. We do everything possible to take advantage of HMRC's current practice by recommending tax-free or tax-efficient investments.

Using the latest technology and research systems we help you identify the most appropriate investments for your needs. We identify which investment managers to use and which investment funds to select. We believe in the importance of spreading risk.

Wrap Account
We use a “Wrap Account” to hold and manage our clients' investments and pensions. A wrap account is an Internet based investment account that enables investors to view all their assets in one place and on one software platform. Within a wrap account one’s whole portfolio of pensions and investments can be analysed and quantified according to monetary value, tax treatment, product type and asset class - a genuine wealth management facility. With a click of a mouse, one is able to deal on-line, consolidate all your investments and check your portfolio 24 hours a day from one central source. For a demonstration please click on Wrap demo. The User ID is '10611249' and the password is 'password'. Please note that it a demonstration site only.

If you wish to compare products check the FSA tables

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Past performance is not a guarantee of future performance, the value of investments and the income from them may fall as well as rise. Levels, bases of and relief from taxation may be subject to change in the future.

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Useful Information