Monthly Archives: October 2010

Financial protection

Financial protection Protecting yourself and your family against an unforeseen event or tragedy should form the basis of any considered financial plan. Be this via life assurance or protection of income for the main earner or a capital lump sum required to assist with any Inheritance Tax liability, financial protection can provide considerable peace of…
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Investment structuring

Investment structuring Our objective is to deliver the best possible post-tax returns to our clients. This requires us to endeavour to ensure that all investments are held in the most tax efficient way. We pride ourselves on keeping abreast of developments in these areas and regularly review our advice in order to maintain tax efficiency…
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Discretionary portfolio management

Discretionary portfolio management Our clients face a myriad of issues when it comes to managing their wealth. Even with a significant amount of knowledge and experience, managing financial affairs can be a complicated, lengthy and laborious process. We aim to work with you and any existing advisers you may have, to meet your specific objectives…
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Managing Wealth

Managing Wealth Our attitude to managing wealth is measured and intelligent, with a consistent focus on preserving capital and delivering strong risk-adjusted returns. Our investment philosophy is unburdened by strict models, so we are open to pursue the best opportunities for you across global investment markets. We ensure we have an agreed strategic asset allocation…
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