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Advisory Investment Management
For individuals, trustees or companies who wish to retain involvement in the final decision making process of investing, but want the help of experienced professionals, and includes the following services.
Portfolio Management
Regular reviews of the portfolio are provided, as well as ad-hoc advice and stock specific information, with research and contract notes supporting each transaction. Portfolio valuations give an overview of the portfolio and its performance against the major indices and benchmarks.
Safe Custody – Nominee Service or CREST Personal Membership
Safe, secure and cost-effective administration, our nominee company is a member of Crest, the electronic settlement system. We can arrange personal membership of Crest for those clients who wish to retain their ‘names on register’. Either facility enables time critical matters to be dealt with easily and speedily. Clients using the nominee service and wishing to receive regular income, can do so. We individually designate each nominee account for ease of identification. Insurance cover also provides peace of mind.
Safe Custody Nominee Services Crest Personal Membership
Cash Management
Money held on deposit, pending investment, is placed on the money markets via trust accounts, specifically designated as client monies and kept separate from our firm’s account. Your money is available on instant access and gross interest is paid at competitive rates.
Cash Management
Quarterly Newsletter
Issued quarterly, regular features include economic commentary, investment thoughts and general financial advice.
PEP and ISA Taxation Service
