About Us
Are you unhappy with low interest rates and not getting much interest on your savings!
Why don’t you speak to one of our financial solutions advisers today?
The likelihood is they can provide some solid financial advice as to where the best place is to invest your capital.
The financial markets are very unstable so having a financial adviser, managing your existing portfolio, or working with a discretionary fund manager to help manage your money is key in today’s financial world.
Services
Our Services
We can offer advice to individuals, families, trusts and businesses.
The aim is to offer investment advice to cash-rich clients looking to preserve wealth and achieve returns higher than that of cash accounts.
From $100k We can help clients save and invest.
Again can help clients save regularly.
We Have discretionary fund managers to help invest.
We are able to arrange portfolios that include a mix of cash, preference shares, gilts, corporate bonds, European funds, Far East, UK, specialist funds, etc.