Based in Bath, near Keynsham, we offer a comprehensive range of investment management services encompassing investment portfolios, ISAs and Self Invested Personal Pensions (SIPPs).
The knowledge and experience of our Investment Managers enable us to structure a portfolio tailored to your specific needs and aspirations.
Our investment management services are available on both a Discretionary and Advisory basis. Discretionary Investment Management is our core service and allows clients to hand over day-to-day investment decision making on their portfolio to our experienced Investment Managers. Our Advisory Investment Management service is aimed at clients who wish to make their own investment decisions and want access to professional advice.
We are independent. We have no ties to any fund managers, banks or insurance companies and are able to deliver unbiased advice. We can search the whole financial market to find the most appropriate products and services for your situation.
Our experienced investment management team, based near Keynsham, are able to research and select investments on a totally impartial basis, so ensuring that we can provide bespoke advice and source the most suitable products for you in the market. This tailored investment strategy can be adapted to changing times without undue risk.
In addition to investment management, we offer a specialist service for those seeking advice regarding Funding Care for the Elderly, through an expert independent consultant. He is able to travel to Keynsham for meetings with those moving into care and their families, or to meet at our offices in Bath.