Whether you trade frequently, already hold a large amount of assets or want to build your own investment portfolio, we have a team of dedicated professionals to provide specialist advice to create or modify investment portfolios according to your income requirements, attitude to risk and taxation status.

Investment planning is such a complex and crucial area that few clients can hope to have an in-depth understanding of all topics. We believe employment of dedicated professionals is the only effective way forward.

We deliver the same standard of care and attention whether our advice is sought on a small windfall such as the proceeds of a policy, an inheritance or maximising retirement benefits from lifelong savings.

Investment portfolios can be created or modified, incorporating diverse elements such as shares and gilts, as well as collective vehicles such as unit trusts and investment trusts. The right investments for clients will vary according to income requirements, attitude to risk and taxation status.

Dealings are arranged on competitive terms and taxation advice is provided in relation to any sales or acquisitions. Sometimes our advice simplifies a client's tax situation so that separate accountancy advice is no longer required.