Capital Financial Markets
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Expatriate finances
- EEA
- Rest of world
20 Bunhill Row, London, EC1Y 8UE
Contact us
We offer a friendly face to face service. We advise on all aspects of your financial affairs and are specialist Investment Managers in the City of London.
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. We can invest across the complete range of assets both in the UK and where suitable overseas. I am a Chartered Member of the Securities Institute.
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. 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 within SIPPs, ISA's, dealing accounts, offshore bonds, trusts & pensions.
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