We employ no salesmen, and do not advertise our services: we prefer instead to focus our attention on developing relationships with a range of professional advisers, including solicitors, accountants and IFAs. These relationships are built and maintained by the senior investment professionals in the company.

We know that professional advisers work hard to maintain the high levels of service and attention that their clients want and expect. Our aim is to help you in this task, by ensuring that the service levels we provide you and your client meet or exceed expectations.

Our services to you

We see our role as being entirely complementary to yours, and this is supported by our lack of involvement in general financial planning. We respect that the client’s primary relationship rests with you, and we ensure that everything we do for your client acknowledges this. For example, our periodic reporting is structured to be via your firm, and we never approach clients directly without your prior approval. Our meetings and dialogue with clients always include you as their lead trusted adviser.

We keep you closely in touch with everything that we do for your client; this includes:

• Copies of all correspondence, or originals for onward transmission to your client if appropriate
• Copy reporting – available in hard copy or on CD-ROM, or both
• Internet access to up to date valuations of your clients’ portfolios

Remuneration

Remuneration to professional advisers is normally an issue which we expect to discuss in detail at the outset. Where appropriate, and required by the adviser, we are in a position to include an introductory commission as well as ongoing renewal fees. The keynote of what we do is flexibility, coupled with a clear, simple and competitive pricing formula which your clients understand.

Contact us

We are committed to the professional advisers whom we work alongside. If you would like to know more about how we work in this area, please contact us for a more detailed presentation.