We have over 25 years experience in providing bespoke investment solutions for private clients with a bias towards low-risk fixed interest instruments. We combine traditional values with state-of-the-art technology and provide our clients with a level of personal service that is becoming increasingly rare in the current market place. Unfettered operational independence is our overriding principle, we do not operate as market-makers or engage in corporate finance and we do not trade on our own account.
We provide the following Private Client Products & Services:
- Advisory Portfolio Management
- Advisory & Execution Only brokerage
- Government & Corporate Bonds
- Custody & Nominee Services
- Investment Trusts & Unit Trusts
- ISAs (Self-Select)
- Trust, Tax and Estate Planning Solutions
Direct Dial: 01489 864 105 (Telephone calls to and from this department may be recorded for compliance purposes.)
Direct Fax: 01489 864 103
Direct Email: firstname.lastname@example.org
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The information on this page is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. Opinions constitute our judgement as of this date and are subject to change without warning. The officers and employees of this firm, as well as its agents, may have positions in any securities mentioned herein. Past performance is not necessarily a guide to future performance as the value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment.