We Construct and manage Investment Portfolio's to suit a specific requirement or objective.Be it capital preservation, growth, income or a mix. We can tailor this to a particular need. So if you are looking to build capital or income for retirement, planning to start of have an existing self invested pension plan (SIPP) or to take advantage of the annual ISA allowance tax wrapper, then please contact for further information. We are happy to discus your specific requirement.
This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
Mr Michael Lawless
Stockbroker
What our clients say
I wanted to increase the income I was receiving from my investments and for the amount to be relatively stable.
Paul recommended and subsequently bought holdings in a selection of Bonds and some shares where the income yield was 5.7%. Far above what I can get from the bank. I have had this portfolio for over 10 years with minimum changes over that time.
Alan, Norwich
PENSION
For years my work has paid into a private pension for me. I am not starting to think about retirement and wanted to look into a SIPP as I had heard about the 25% tax free lump sum and the flexible draw down options.
Paul went through my financial circumstances and what my future aspirations are and then sent me a details proposal of what could be done.
He then got a SIPP opened for me, transferred my pension from my old provider into the SIPP and invested the proceeds.
I have used some of the tax free lump sum to pay off my mortgage and I now only work 4 days a week, moving to 3 next year. Paul manages the portfolio in a selection of Shares, Bonds and specialist funds. Previously my old Pension provider had me invested in one massive fund. Now I have a much better spread of investments and am taking less risk by investing a far greater proportion of the money in fixed interest investments.
I now have a viable plan to stop working over the next couple of years and have the peace of mind that I will have a pension to live off.
Gary, London
I wanted to give some money to my children to help them out. I wanted them to save it and grow it for the future.
Paul set up an ISA for each of my 3 children and for the last two years I have moved £15000 into each ISA per year. After 7 years there will be no inheritance tax to pay on the money and my children are now getting interested in shares and noticing some of the potential if they save.
David, Surrey
About us
We offer a friendly face to face service. We advise on all aspects of your financial affairs. We have specialist Investment Managers in the City of London, with over 20 years experience of portfolio construction. Our services include planning & managing your ISA's, SIPP's, Pensions, Investments and all areas of savings .
We have no restrictions as to where and how we can invest for you & no minimums as we look to have a long term relationship with our clients. Taking advantage of the long established relationships around the city, we can have an unbiased view and invest across the complete range of assets both in the UK and where suitable overseas.
We are all Chartered Member of the Securities Institute.
Our services
Manage Investment Portfolios. We conduct rigorous research into Shares, Bonds, Investment Trusts, Unit Trusts & Savings products and manage your portfolio on a daily basis.
Many advisor's simply purchase a product for you and review it once a year. We are hands on and manage the portfolios day to day, specifically for your needs.
One layer of charges
As we manage the advice & Investments ourselves you only pay one charge rather than have several layers of fees for the advisor, product, platform, Investment Manager.
We manage your portfolio's within SIPPs, ISA's, dealing accounts, offshore bonds, trusts & pensions.
Where to find us
Head office address: 21 Bunhill Row, London, EC1M 5SZ
The UK's #1 Firm for 'Best Client Engagement' - Professional Adviser Awards 2021.
Combining inspirational lifestyle planning with expert independent financial advice and wealth management.
An independent, Chartered firm, delivering financial planning to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
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