Services

We offer a range of services:

• A holistic wealth management service including tax planning, estate management, business succession and retirement planning.
  
  
• Specific investment advice- portfolio construction and fund selection.
  
  
• An ethical audit - a review of your current investment portfolio with a view to providing ethical alternatives where appropriate. We can also provide an estimate of the “carbon footprint” of your portfolio.
  
  
• Direct Offers - occasional communication of attractive new investment opportunities.
  
  
• Ethical Fund Supermarket - Clients may buy, sell and switch and manage funds from a wide range of different fund managers under a unified account, incorporating standard funds, an ISA / PEP account, Personal Pension Plan or Investment Bond. The service is currently available to existing clients and the full service is due to be launched shortly.
  
  
• Investment Syndicates - We will act as an intermediary for private investors, for example for property, land and forestry purchases.