We advise on investment strategies with each client having a strategy designed for their needs and requirements, and ability to withstand loss.
We advise on financial, business and investment matters including private equity, on risk matters specific to charities and trustees, and on investment losses.
We provide Expert reports and valuations for negotiation and court process in disputed matters.
We do not give legal, tax or accounting advice – we bring the best suited expertise to our clients from the circle of practitioners known well to us.
Our advice is impartial – we are independently owned.
Our advice is informed – reflecting our experience, wide knowledge, and daily market activity.
Our advice is available without the need to change existing advisers, or move assets to us for management.