Services
We know that our clients are all individuals, with different objectives and priorities in their financial lives. We also know that these change over time so we want to work in partnership with you to provide you with advice and financial guidance as your needs change.
We have put together three different service propositions to help our clients choose the level of commitment they want to make to their finances and the level of involvement they want from us. Because we charge fees rather than taking commission from products we can agree the proposition with you and confirm our charges straight away. We will then formalise this in a fee agreement with you, so you know what services you will receive and how much they will cost.
Emerald
Comprehensive Wealth Management Solutions
Emerald clients typically have significant capital and strong financial knowledge. They are seeking proactive wealth management strategies that will help them to optimise their financial position. They enjoy market related discussion and regular feedback on the progress of their investments, whilst remaining completely in control of their wealth and its management.
An Emerald client expects every key aspect of their financial planning to be catered for. This includes discretionary fund management and professional introductions in areas such as taxation, pensions and legal services.
Emerald includes the highest level of client support and face to face contact of all our service packages as well as opportunities to attend prestigious special events.
Sapphire
Diversified Wealth Management Strategies for the Sophisticated Investor
Sapphire is designed for clients who want a degree of hands on involvement with their financial plans and their execution. Sapphire wealth management strategies strike the perfect balance between personal control and professional support.
Sapphire clients typically have an advanced understanding of investment principles, including the importance of balancing risk and opportunity and an appreciation of different asset classes. As part of their bespoke wealth management strategy they are often personally introduced to discretionary fund managers where appropriate. Our service may also include introducing clients to other professional advisers such as solicitors, accountants and property managers.
Sapphire offers a highly effective diversified investment strategy coupled with expert advice and support in other areas combining to achieve a genuinely hassle free service.
Amethyst
Expert Wealth Management Without The Hassle
Amethyst is particularly suitable for those whose financial knowledge is limited but who still want to reap the benefits of carefully selected investment decisions.
Amethyst is perfect for clients who lead busy lives and wish to focus their energies elsewhere in the knowledge that their capital is being managed effectively. It also offers the right service for people who are focused on accumulating wealth as well as those looking to manage and protect what they already have.
Amethyst can take the worry out of your finances once and for all, delivering peace of mind allied with strong professional advice.
