We are very proud of the fact that a large portion of our business is within this arena and are aware of the increased demand from our clients for tailored and structured advice.

We break our investment advice into two separate areas:

• Our private client work keeps us busy with the day-to-day meetings and reviews for those clients wishing us to manage their investment needs, whether this is monthly savings or regular/ad-hoc lump sum investments.

• Our discretionary managed services can be referred for those requiring higher levels of Investment management with investment decisions being made for them by the discretionary manager.

We also have access to a qualified Chartered Tax Adviser, to offer specialist advice in Tax Planning and we work closely with Solicitors to ensure proper Estate Planning and Inheritance Tax issues are dealt with effectively.

We are comfortable working with many firms of Accountants and Solicitors, many of whom have been the clients preferred choice of firm, or maybe have been associated with the client before we are involved. We have been told on many occasions how this working relationship has delivered first class service and excellent results for many of our satisfied private clients.

Our youngest investment client was a young lady who established a Stakeholder Pension Plan at the age of just 6 months, and our oldest was again a Lady, at the ripe old age of 93, who utilises our discretionary Management services.

Our aim is to provide a first class service catering for all clients who wish to seek a straightforward approach to taxation and investment planning utilising tax efficient plans such as ISA’s and Pensions and using annual allowances to mitigate taxation as far as possible.

The Financial Services Authority does not regulate Tax Planning.