Individuals

We welcome new clients to our business on an almost daily basis and all appreciate our no obligation conversations and meetings.

We can set up a meeting for you with one of our team either at our offices, your home or somewhere convenient that works for you. To arrange an initial consultation by telephone or indeed schedule an appointment please call us on 020 3889 1610 or email us via the contact page.

At the meeting we will establish your investment wishes and desires, the risk level you are prepared to accept and any specific requirements you may have. We will explain how we will build an investment portfolio for you, how its day-to-day management works and any tax implications this may bring. If you require income from the portfolio we will give you an indication of the level achievable.

We do normally prefer our clients to have been referred to us by their professional adviser, however this is not mandatory. We can, if asked, direct you to a number of such advisers in your local area.

Charities & Tier 1 Visas

If you supply us with your investment mandate and requirements, then we will happily provide a formal tender or proposal. Simply contact our office on 020 3889 1610 or email us via the contact page. We would welcome the opportunity to present our investment proposition to Trustees.

Our Tier 1 Visa experts are happy to take your initial enquiry on 020 3889 1610.