Independent investment talent and access to RBC Brewin Dolphin’s award-winning research team are the driving force behind our investment decision-making.
Whether you are clear on your financial priorities or feel you need pointing in the right direction, we can help you plan and structure your finances. We help our clients with retirement, estate and succession planning.
Our aim is to make you money work as hard as it can for you, within your risk profile and time objectives. This means investing your money across a selection of assets that are right for you and enable you to balance risk and return in a sophisticated way.
We provide investment solutions for British expatriates working or living within the European Union. As a registered ISA manager outside of the UK, we can manage your legacy Investment ISA assets and provide a variety of investment and currency options for you.
Keeping you up to date
You will receive regular reports on how your portfolio is progressing. We will send you detailed valuation reports and an end-of-year tax schedule to help with your tax return. Through your investment manager you can access a range of investment information as well as ideas and opinions that will inform and stimulate your own wealth thinking.
We offer unbiased recommendations from a broad universe of investment opportunities.