Services

Essentially there are four things we are doing with our clients.

• Assisting them increase their profits
• Helping them minimise their tax bills
• Helping them plan for their retirements
• Assisting them manage the risks encountered in their business and personal lives

We organise our work in four core areas:

• Financial and Management Accounting
• Taxation
• Business Consultancy and Corporate Finance
• Personal Financial Planning

Financial Planning Services

Five reasons for using our services to plan your personal financial affairs and manage your savings and investments:

• a unique portfolio management system (the Portfolio Review Service ‘PRS’)
• an integrated tax and financial planning option
• competitive and transparent charging arrangement
• an emphasis on keeping arrangements simple and easily understood
• 25+ years experience of successfully managing investment funds

Foreign Exchange Services

We manage and exchange foreign currencies for individuals and businesses. Benefit from our knowledge and experience in the foreign exchange markets.

Services and features:

• Advisory or discretionary dealing
• Online execution
• Forward trading up to three years in advance
• Simple operating arrangements
• Segregated client accounts (offering competitive interest rates on deposits)
• Competitive dealing rates and terms