Private Client Service

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The value of your investment can fall as well as rise and you may get back less than you have invested.
The Financial Conduct Authority does not regulate taxation advice.

The Private Client Service is a bespoke Financial Planning Service provided to high net and ultra high net clients of the practice.

After assessing the range of wraps and platforms available in the market place, the basis of the service is utilisation of the Standard Life Wrap which is multi contract service for private clients which can include Self Invested Personal Pensions, Onshore and Offshore investment bonds, ISAs and collective fund portfolios all arranged under one master wrapping (the Wrap). Clients are able to arrange individual share trading on an execution only basis at competitive cost where required. We also advise on alternative options for clients where a Wrap may not be appropriate for them.

Users of the Private Client Service benefit from our investment monitoring and asset allocation financial planning tools and are provided with periodic review reports in addition to having full access to their overall portfolios through a dedicated extranet, accessed via a secure portal, on a 24/7 basis.
In addition to periodic reporting and investment monitoring, client bulletins and bespoke clients communications are sent to private clients.

The process is initiated by a comprehensive financial fact-find and clarification of your financial objectives and goals, an intelligent assessment or your risk profile and confirmation of our investment benchmarks and target returns.

In addition we provide comprehensive tax planning advice in liaison with other professional advisers such as accountants and solicitors.

This service is suitable for clients with substantial assets who are seeking a competitive and professional Financial Planning service which is provided on a bespoke basis to suit individual requirements.

Further Information

For further information about the Private Client Service please contact Derek Baptist or Ceri Robbins