Financial planning is based on a holistic approach, which assesses a client’s operation from the past, present and future perspectives. The importance is to have sufficient knowledge of the operations and the expertise to be able to juggle the short-term, medium-term and long-term objectives, all of which are dynamic and need to be changed as circumstances dictate.
Our expertise enables us to advise you on your requirements, looking not only at the current scenario but using modelling to predict future threats and opportunities. We do this by building up a strong relationship based on trust.
The company’s operational requirements are one part of the scenario. Another is dealing with the company’s assets in a tax-efficient manner, all depending on the company’s requirements and risk-appetite. Our investment services can be offered on various levels, from Execution-Only for investors who are already knowledgeable and who prefer to trade without the need of professional advice, to Investment Advisory Service for investors who want to take their own investment decisions, while enjoying the benefits of a comprehensive and systematically organised and selected portfolio, market analysis and investment advice. We also offer a Discretionary Investment Service which allows you to hand over the day-to-day management of your investment portfolio to us within agreed parameters for different asset classes, sectors and foreign currency.
You can read more about these services in the Investment Services tab.
