An easy to understand, straightforward & personalised service
1 Investment Process
We believe in the value of direct investment. We offer personalised investment service across a range of different strategies accessed through separately managed accounts for individuals, trusts, corporates and incorporating tax efficient wrappers as appropriate.
2 Signing Up
We are very much process driven with a focus on adding value in the context of your individual circumstance. It is vital that we understand not just your needs and requirements but also your attitude to risk and your ability to take risk in order to determine suitability of different investment strategies.
3 Ongoing relationship
It is important to us that we manage your expectations effectively and that we communicate with you accordingly on an ongoing basis.