Should you move your investments?
Over time, you may feel your current Investment Manager just isn’t meeting your needs. Maybe the advice doesn’t feel personal, performance isn’t where you expect it to be, or the fees no longer feel justified.
Switching investment companies may seem daunting, but we make the process as smooth as possible - managing the details carefully so any investment transfers have minimal impact on your portfolio. In many cases, your investments can be transferred in specie, meaning they move across as they are without needing to sell and repurchase them. This often makes the process a simple like for like swap and helps keep you fully invested throughout. Where certain assets can’t be moved in specie, we’ll guide you through the alternatives to ensure the most suitable and efficient approach for your circumstances.
Your confidence matters to us. We build long term relationships through proactive contact, transparent fees, and a clear investment process aimed at helping your money work harder.
Your time is valuable. Your free consultation is designed to be equally so.
Your introductory call
In our first call, we’ll focus on getting to know you. By understanding your current situation and ambitions for your wealth, we can add the most value and introduce you to the wealth manager best suited to your needs.
There’s no need to fill in any lengthy paperwork ahead of the call, no cost, and no obligation to continue if you feel it’s not a good fit.
Your complimentary consultation
Your complimentary face-to-face consultation is all about what you want to achieve and potential strategies to help you get there. This is not a sales meeting. It’s an expertly guided conversation that helps you understand where you stand and what’s possible next.
Our focus is on how we can deliver immediate value by:
• Reviewing your income, assets and outgoings
• Discussing your current priorities and future plans
• Understanding your aspirations for you and your family
• Looking at how your current investments are performing
• Identifying how wealth planning, investment management or a combination of both, could support your objectives
If appropriate, we can take all your financial needs into consideration, from tax strategies to investment management.
Committed to our clients
Your needs and aspirations are our top priority, which is why we’re set up to support you any way we can.
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