Telephone: 0151 236 8200


We have worked for many years in close association with accountants in order to provide mutual clients with a complete service.

We can assist your clients to meet their financial goals through all our Investment Services. We can also assist you and them in the administration of their tax affairs helping maintain the strong relationship you have with your clients by delivering the standard of service they expect.

Clients who use our Nominee Service in conjunction with our Investment Management service will benefit from a comprehensive tax pack. Using our Nominee with our other services not only provides safe, secure and cost effective electronic custody of their investments but also provides them and you with a Consolidated Tax Certificate detailing the income received from their investments in a form HMRC will accept.

As authorised ISA & Junior ISA managers and with an Inheritance Tax Portfolio offering we believe we have something to offer your clients when it comes to looking after their wealth.