Individual needs

Clients approach us with a variety of needs. In recent years the search for income has been increasingly important. Or you may wish us to advise you on how to make the best use of your capital and surplus income by searching out suitable growth opportunities.



With any advice we provide we will always consider your feelings about investment risk and we will discuss this thoroughly with you before making any recommendations.


Investment vehicles

The range of investments about which we advise may include: ISAs, investment bonds (onshore and offshore), unit trusts, OEICs, ethical investments and structured products. Where appropriate use will be made of Discretionary Fund Management services, Multi-Manager solutions and other portfolio structures.

- investments

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The value of investments and the income they produce can fall as well as rise: you may get back less than you invested.