We appreciate that in adddition to investment related matters that many investors have other areas of financial planning where professional assistance would be welcome. We have therefore developed connections over the years with other trusted professionals, whose area of expertise differs from our own.
Discretionary Portfolios and Execution Only Stockbroking service. A number of investors may prefer a portfolio of individual equities, in preference to "Collectives" and to assist in this respect, we are able to offer the portfolio management, dealing or advisory services of a number of local stockbroking firms of high repute. These services may especially appeal to clients looking to invest within individual equities or who are seeking an alternative to their present arrangements, which is becoming more relevant, as a number of banks and stockbroking firms increase their minumim investment criteria, often resulting in clients needing to seek alternative arrangements for their investment needs. We are often able to obtain a fee reduction for clients on request, depending on the investment amounts concerned. No inital charge is made for sourcing an alternative portfolio manager or stockbroker.
Other areas of financial advice, where professional introductions can also be made include;
Life & Critical illness cover
Wills/Trust/Probate & Lasting Powers of Attorney
For further information in relation to the services outlined above, please complete the on-line enquiry form or e-mail firstname.lastname@example.org or telephone 01223-882422 for further details.