We are currently only taking on investment or wealth management clients with more than £200,000 to invest. We apologise for not being able to assist with smaller sums than this.
From our office in Boston Spa, West Yorkshire our IFAs offer wealth management and investment advice to clients across the UK.
We manage over £50,000,000 of investments for our clients, and this figure is growing each month. We will help you make sense of the investment markets, and build a portfolio with the right balance of risk management and growth potential. Contact us to find out more.
Investment in shares, bonds, property and other assets can be complicated and carries risks, but if done right then the long term financial rewards can be enormous. We have decades of experience in investment advice and management, and believe investing should be simple and low-cost. We will work with you to understand how much risk you want to take with your money, and what your financial goals are.
Based in Yorkshire, our qualified IFAs, Matthew Harris and Wendy Cochran, offer investment advice and management to clients across the UK. We will design an investment portfolio to suit you, and manage all stages of the process. Should you desire, we will then manage your investments year by year, monitoring and reporting on the performance of your portfolio, and recommending adjustments as necessary to reflect changes in the market or in your personal circumstances.
We can help with the following:
- Equity (shares) investment advice
- Government and corporate bond investment advice
- Property investment (including investment funds and buy-to-let)
- Absolute return funds and derivatives
- Investment tax shelters such as ISAs, pensions, friendly society policies and offshore bonds
- Setting up trusts and managing the investments within them
Even for someone saving a relatively small amount each month, getting investment advice can cut your investment charges, reduce the risks you are taking, and could leave you tens of thousands of pounds better off over time.
Perhaps you or your parents have old policies tucked away that you haven’t looked at in a while? We usually find that the fees you are being charged are far too high, and these drain your cash without you realising it. We can review your holdings and recommend which should be surrendered.
We offer a free initial assesment of your investments, so whether you are just starting out, or already have a large portfolio, get good advice now and make your money work harder for you.
For our page on unbiased.co.uk, the government’s database of IFAs and mortgage advisers, please click here.
Customer testimonials can be found here.
