Strategic Wealth Management

We know, from years of experience, that the advice you receive from us needs to preserve your wealth and be specific to you as an individual.

What we offer are the resources of a major accountancy network - with in-house economists, analysts and tax specialists - brought together in one dedicated service. You will speak and meet with the person who is offering their expertise and acting on your behalf - not a frontman for our business.

We are independent and do not take commissions by pushing products to you. What we offer is true, independent and honest advice - that is why each of our clients has a unique investment portfolio.

Our service delivers:

• A transparent approach to financial planning.
• Comprehensive advice and service through the use of our internal and external networks.
• An appraisal of your affairs without the motivation of a product sale.
• A person who is able to source appropriate third party advisers, for example for legal services or the purchase of residential property. 
• The use of, when appropriate, third party segregated managers for the equity and bond content of your portfolio, on a competitive performance related fee.
• Consolidated reporting and benchmarking .