Advice - when you need it
Benefit from reshaping a portfolio and potential tax savings. Plus - complex financial planning for financial turning points, such as at retirement.
Contact us for financial advice Financial advice
Contact us for financial advice 
From day one we were very impressed by the polite and efficient way we were treated by all concerned. Although we are in uncertain times we feel confident our investments are in safe and competent hands and would not hesitate to recommend this company.Mr Barr, West Midlands
This service is designed for those looking for financial advice on £100,000+ portfolios.
The advice available can include, but is not limited to, building a portfolio of funds, reviewing your plans for funding your retirement and ensuring your affairs are tax-efficient.
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Portfolio of funds
Your financial practitioner will build a portfolio of funds for your investments or pensions and ensure your affairs are tax-efficient. You can still access the usual Vantage fund savings.
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Pension and retirement review
The increasingly complex regulations surrounding pensions mean investors are often unsure where they stand and what their options are. Make sure your pension and investment provision can provide the income required with a detailed review from our financial practitioners.
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Tax efficient planning
For those with large portfolios or whose estates fall into the Inheritance Tax trap specialist independent financial advice can provide you with tax mitigation strategies to reduce your tax liability.
To further discuss this service we can offer a free initial no-obligation consultation to those considering transferring, investing or restructuring portfolios of £100,000 or more.
Any questions?
Please call our advisory helpdesk
0117 317 1690
Mon-Fri 8.30am - 6pm