We are the largest independent private client investment manager in the UK and manage approximately £20bn on behalf of 130,000 private clients, charities and pension funds from our 39 regional offices.
Details of both our advisory and discretionary investment management services and how they work for private portfolios and also within pension funds, trusts, charitable trusts and offshore bonds. We always pay close attention to our clients' portfolios to ensure they are set up to our clients' specific requirements.
All our UK regions now have qualified financial and pension advisers to ensure that clients' portfolios and financial affairs are structured to maximise tax efficiency. Our specialist areas are SIPPs and Inheritance Tax Mitigation as well as the full range of financial Planning Services
Where all our existing clients can have secure access to a daily valuation of their portfolios online including their ISAs. This secure area also contains facilities for clients to vote their shares at AGMs; access to application forms and the archive of our newsletters and investment analysis.