Working for you

Unlike many of the large City firms, we are very much committed to the service of our private clients. We aim to construct a high-quality portfolio from a spread of investments based on your needs. Where appropriate we work closely with our financial planners and lawyers. Once we have agreed your investment objectives and your attitude to risk we operate on a discretionary basis taking the day to day decisions about buying and selling shares.

We are happy to talk to our clients and your designated manager will normally be available for a discussion on the telephone. Where possible we like to meet our clients once a year to review the performance of investments and to ascertain any changes in personal circumstances that may affect the way in which we manage your affairs.

Modern technology is an integral part of our service. We use the same price feed and market information packages, which provide up-to-the-minute information to many City institutions. We take advantage of specialist research from major UK investment houses. This provides us with up-to-date knowledge of individual companies as well as economic trends and market sectors.

Informing you

We will collect all your dividends automatically and these can either be reinvested or paid directly into your bank account. Also, we can deal with rights issues, take-overs and most of the other paperwork, which accompanies share ownership.

You will also receive:

• a composite tax voucher at the end of each tax year instead of individual tax vouchers.
• a half-yearly report and valuation which contains a comprehensive record of all transactions over the previous six months together with a detailed valuation of the investments held

In accordance with the strict rules of the Financial Services Authority (FSA), your assets are kept entirely separate from those of the firm.

For more information please contact us.