The complete wealth management service from a totally professional company
Telephone:0871 702 9490
Authorised and Regulated by the Financial Services Authority
Associated Companies
Services - Personal Clients
As our company name suggests, our services have been developed for affluent investors. Our clients are prosperous to wealthy individuals who value high quality, personal advice from a trusted adviser.
Many of our clients are successful business owners & executives, professional persons and those approaching retirement or already retired.
The services available to our clients*
Investment:
- Investing a Lump Sum for long-term growth
- Building tax-free capital from regular savings
- Increase your income from Investments
- Investment opportunities for Higher Rate Income Taxpayers
- Investing for children/grandchildren
- Offshore investment
- Expatriate Investment service
- Stock broking /Share dealing service
- Wealth Control Service (for assets over £100,000)
Retirement Planning:
- Maximise your Retirement Income
- Retirement Control Service (for pension funds over £100,000)
- Pension Fund consolidation service for investors with multiple pension arrangements
- Accelerated Pension service for High Earners
Tax Planning:
- Inheritance Tax control service
- Estate Planning service
- Income & Capital Tax Control service
*The Financial Services Authority does not regulate tax advice and offshore investments.
