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.
Investment - Discretionary Portfolios: 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 facilitate a relationship with a number of local discretionary wealth managers and stockbrokers of high repute, who offer portfolio management, dealing or advisory services. These services may especially appeal to clients looking to invest within individual equities or who are seeking an alternative to their present arrangements either due to fees, performance or service. This is becoming 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.
Execution Only Investment: To assist investors wishing to make their own investment decisions without the need or cost of adviced, we have two solutions. Firstly for investors purely wishing to purchase funds (OEICS & Unit Trusts) the on-line link provided via our website to the Aegon/Cofunds faclity, enables an account to be established online. Investors wishing to purchase ETFs (Exchange traded Funds), Investment Trusts or Indiviudal Shares, maybe better suited by the "Execution Only" facility opertated by A J Bell, where we can establishe a trading account or make a referral for them to assist.
Other areas of financial advice, where professional introductions can also be made include:
Lasting Powers of Attorney
Life & Critical illness cover
Mortgages & Re-mortgaging
Wills, Trust & Probate Services
Contact us for further information in relation to the services outlined above.