Our services

 

Investment planning

 

Whether you are considering making new investments, planning for your children’s education or looking for tax efficient investments offshore there is a diverse range of options available, which can be integrated to best fit your personal circumstances. We offer a range of services covering:

If you have an existing portfolio we can review it’s structure, efficiency and performance and ensure any additional investments fit with your existing arrangements.

 

Property finance

 

The vast number of mortgages available makes it difficult to know which one is best for you. If you are a first time buyer, re-mortgaging or making a corporate acquisition we can advise on the mortgage options available to you including full status, flexible offsets, self-certification, non-status and corporate finance.

 

For clients with multiple investments we also specialise in property development finance. We advise clients on the most effective ways to structure finance and incorporation issues.

 

Retirement

 

We spend nearly as long in retirement as we do in employment. Ongoing uncertainty around pensions combined with a changing economic and legislative climate mean it is important now more than ever, to plan for the future.

 

Protection

 

The loss of a key member of the family or corporate unit can have a significant impact on those left behind. Protecting against this ensures peace of mind for all parties.

 

Long term care

 

Long term care of elderly family members is often an ongoing and difficult position. A strategic review of existing financial arrangements can help to identify the most effective ways of structuring finance and remove the financial worry.

 

Tax planning & estate planning

 

Effective planning not only ensures tax compliance but also enables funds to be used for investment elsewhere or to improve cashflow. We provide advice to both corporate and private clients as part of an ongoing solution or as and when required.

 

A considered approach to a range of financial solutions is available enabling clients to mitigate liability and consequently pass on a greater value of their estate to their heirs.

 

Private banking

 

Many private clients require a relationship with their bank which extends beyond the service provided by many of the high street retail banks. We are able to advise on solutions provided by a range of banks servicing high net worth individuals.