Private Client Services

The Private Client Service allows you to control your financial future and by working very closely with us you can develop a tax efficient, integrated financial plan to allow you to achieve your goals.

Launched in 2008, the Service has been extremely successful and feedback shows our clients really appreciate being kept regularly updated with personalised information that relates directly to their overall financial plan.

Building on our reputation for customer service, you will enjoy regular reviews, face-to-face meetings and the reassurance that all of your assets are being looked after at all times.

Private Client Services Click to enlarge

Our Advice Process

Stage 1: Getting To Know You
  1. 1Getting to know you and identifying your goals and objectives for the future
  2. 2Analysing any existing investments that you have accrued over the years
  3. 3Identifying the optimal tax strategy and, where appropriate, consolidating your existing investments in order to tidy up your financial affairs and reduce the paperwork you receive
Stage 2: Building a personalised investment strategy
  1. 4Identify your 'attitude to risk' and 'capacity for loss' taking into account your goals, objectives and your investment term and then agreeing an ongoing investment strategy
  2. 5We then use the latest technology to identify consistently performing, highly rated investment funds
  3. 6We then build a portfolio to match your attitude to risk
Stage 3: Quarterly investment review and report
  1. 7We provide a written, personalise commentary (we call it a 'regular review') every three months. We will recommend amendments to the investment portfolio in line with the ever-changing economic outlook which takes into account our regular monitoring of the funds we originally recommended.
Stage 4: Regular meetings
  1. 8At least once a year we arrange a face-to-face annual meeting to revisit your goals and objectives and the process starts again