Frequently Asked Questions

Yes. Our custodian provides full access to your portfolio. All relevant documents are stored and provided as required, for convenience and security.

Your managed assets are held through the nominee facility of one of the largest external custodians in the UK.

We have many decades of experience as an investment-led team for clients with similar needs and requirements.

We draw on our extensive investment backgrounds to assess what works effectively over time – and are happy to share this with you.

At the outset, we assess your outcome needs, and keep track of your investment performance, so it can be adjusted throughout your key life stages to ensure performance remains suitable for you.

This is measured through ARC (Asset Risk Consultants) an external independent consultancy group who currently monitor over 140 fund management groups in the UK. We are highly transparent in providing this data, so please just ask.

There is one combined fee for independent financial advice and investment management. This ensures continuity of on-going wealth planning along with your initial advice.

We believes this provides optimum value for you and your family. We’ve reviewed the broader market place to ensure this is effective for the wealth planning relationship – please contact us for details.

It is important to us that you fully understand the impact of your investments and this is a crucial factor of our ESG policy approach.

We’ll provide you with granular details of various options and how this aligns with the relevant pillars of ESG – please ask us for this detail.