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Becoming a client

Our company was established to provide investment advice and ongoing investment management to the employees of large organisations.

We recognised that there would be increasing demand for guidance from these individuals and we constructed our services to provide financial solutions for them.

Although our company grew through its contacts with employers, our offering has proved equally attractive to individuals who have accumulated wealth through their own endeavours.

We currently see around 15,000 individuals at our Financial Education and investment seminars each year and we advise almost 2,000 new prospective clients.

Why are we different?

Our core service is investment advice and management. However, as true wealth managers it is important that we are in a position to advise on your wider wealth and answer all your financial concerns.

Our specialist Financial Planning Team is able to arrange life assurance, pensions, regular savings and annuities.

We charge for our services on a fee basis. Our advice is free of charge and without obligation as we only charge fees if and when you instruct us to act. By charging you a fee we have no financial incentive to recommend a particular investment or investment strategy. Our fee for the design of your portfolio will be the same, irrespective of what we might recommend, any commissions that may be received on particular investments we recommend will be rebated to you, either in cash or by enhancing your investment.

The benefits of becoming our client

The foundation of our success has been our ability to foster strong loyalty from our clients. Based on experience and client feedback we know that it is only by looking after you through offering a personal service that you will feel valued and wish to remain with us.

People that come to us as a result of personal recommendations from our existing clients, and the length of time our clients stay with us is on average around 11 years.

The specific benefits you might enjoy if you join our existing 22,000 individual clients are:

• You will have a dedicated Personal Investment Adviser, supported by a Client Service Team whom you can contact to discuss any issue or to resolve any query you may have
• Our Investment Management Team meets many of our clients at regular investment events
• We provide regular valuations
• You will receive investment reports
• Regular newsletters
• Annual tax statement
• Annual investment review with your Adviser, summarised in a Personal Report with recommendations