Professional advisers

Clients often come to us on the recommendation of their adviser and we pride ourselves on working well with clients’ existing advisers, including accountants and tax professionals, solicitors and independent financial advisers.

Our services include:

• Investment services for IFAs
  • Bespoke portfolio management for your clients
  • Unitised portfolio service
  • Investing in SIPPs and bonds

• Solicitors’ services including pensions splitting on divorce
• Accountants’ services – our year end tax pack
• Probate services
• Tax efficient investments including EIS portfolios
• Training and support
• Online portfolio valuations