Wealth management
With financial matters becoming increasingly complicated, straightforward impartial advice is a must.
We offer an advisory service, tailoring strategies to our clients’ individual requirements. This service includes an in-depth analysis of investment risk and a review of your existing portfolio.
Our Retail Investment Team offers a range of asset allocation models, utilising collective investment arrangements and insurance company bonds, both onshore and offshore. The standard service incorporates a six monthly valuation and yearly review service.
The investment service is advisory, but we are able to introduce clients to third-party managers where a discretionary portfolio service is required.