What we offer ...

We have 3 key offerings;

Wealth Review – This is our most important offering. We will review your current wealth/financial situation and provide an unbiased professional opinion including our recommendations where appropriate. We charge a set fee for this and there is no minimum investment amount required.

Investment Management – For clients with disposable investment capital, we are able to construct and manage individual investment portfolios. We have a disciplined process and actively monitor portfolios using institutional tools now available to private clients. Again, we charge a set fee for this service and this will depend on the complexity of the portfolio. The fee is not based on the value of the assets you have, rather the fee is for our estimate of the time and cost of the services we agree to provide.

Ad hoc Advice – We are able to provide ad hoc advice on an hourly basis for those seeking an opinion on any specific financial related issue.

We recommend you take advantage of the opportunity of having an initial no-obligation meeting to see if we may be of some to help you. If we can’t, we’ll be more than happy to direct you to someone who can …