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Call-us on : 01789 404 000

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For Individuals

You are welcome to come and talk to us with no financial commitment.

We can set up a meeting for you with one of our Investment Managers within a few days at our offices or at your home. Simply contact the office on 01789 404000 or email us via the contact page, or contact one of our team of Partners.

At the meeting we will establish your investment objectives, the risk level you are prepared to accept and any specific requirements.

We will explain how we will build an investment portfolio for you, its day-to-day management and any tax implications. If you require income from the portfolio we will give you an indication of the level achievable. A fixed standing order can be paid to your bank or dividends and interest can be paid as they are collected. Ad hoc payments can also be made.

Before we can sign you up as a client, the Law requires us to conduct Anti-Money Laundering checks. You may therefore wish to bring the following with you to the meeting:

  • Your passport or driving licence (with photo ID)
  • Proof of address such as a recent utility bill or bank statement (less than 3 months old).

If you are not a British citizen or UK resident, further documentation may be required.