We are proactive in investment management matters, and our
services are best suited to investments of £100,000 or more. However, under
certain circumstances, such as referrals from our clients, we will
accommodate sums of £50,000 or more.From £100,000 we provide
fully-serviced access to the funds of the world's leading investment
institutions, including a wide range of capital-protected investments for
low-risk, and risk-free, investing. We are accountable, and supply a
quarterly written report to all clients using this service.
Many of the financial products which we use offer greatly reduced dealing
costs, and remove the burdens of day-to-day portfolio administration.
Amongst the factors we consider when recommending a lump-sum investment
are the desired rate of return; the degree of security required; any need
for regular income from the investment; and the length of time for which the
investment is expected to be held.
