A Bespoke Service For Law Firms

A service tailored to individual needs.

Clearly explained investment principles. Comprehensive support. A genuine belief that even the best made plans may need to evolve…

Never resorting to off-the-shelf financial solutions, we provide ongoing, totally bespoke investment guidance, where investors may contact us whenever they choose.

Committed to the belief that financial requirements continually develop, our service recognises that investor objectives can, and often need to, change.

From that initial no-obligation consultation, to building a carefully-considered portfolio, then holding regular performance reviews, our aim is to forge long-term client relationships.

A relationship defined by trust, understanding, clear targets and goals.

Through a well-proven three-step approach, we work hard to provide solid financial returns:

Step One

Our Strategy

We begin by gaining an in-depth understanding of each client's objectives. This allows us to create a financial strategy that benefits fully from our considerable expertise and may include:

  • The sums to be invested
  • Consideration of periodical payments
  • Entitlement to state benefits
  • Personal injury trusts
  • Future income and capital requirements
  • A bespoke investment strategy is devised, tailored to the needs of the individual.

Step Two

The Investment Solution

After developing what we believe to be the most appropriate investment solution, we present our recommendations in a clear, concise report. We take the time to explain everything in detail, and make certain it's understood.

Once approved, an investment plan is implemented promptly, to ensure the client enjoys financial security without delay.

Our solution is based on:

  • Immediate and short-term capital requirements
  • Medium-to-long-term income and expenditure
  • The client's understanding of and attitude to risk

Step Three

Ongoing Support

Our ongoing support has always set us apart. By continually monitoring each client's investment portfolio, we ensure that it performs as planned and meets expectations.

Appreciating that even the best-made financial plans may need to change, we remain close to hand, to assist with each client's evolving financial needs.

Our ongoing support services include:

  • Monitoring investment fund performance
  • Asset allocation rebalancing
  • Utilisation of tax reliefs and allowances
  • Regular client meetings