Investments & Wealth Planning

Discretionary portfolio management including ISAs

As portfolio managers we engage with you, ascertain your risk profile and then invest your capital with complete discretion (within prescribed limits). For individual clients (as opposed to SIPP, trusts and charities) we incorporate stocks and shares ISAs.

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Full nominee service

Shares or investments need not be registered in the name of the beneficial owner and they are often pooled together to ease the process of buying and selling as well as administration of dividends etc. This is now standard practice in the industry.

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Full Capital Gains Tax service

We liaise with clients every year to try and avoid paying any unnecessary CGT.

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Automated Income Payments

Often clients like to receive an income from their portfolio and we can set up an electronic automatic payment into their bank account on a monthly or quarterly basis.

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