Our Financial Services
The Right Customised Solution for You.
With our structured advisory process, you can be sure we have a thorough understanding of your priorities and will create a portfolio tailored for your needs and attitude to risk.
Our Investment Services are available on either a Discretionary or Advisory basis. Discretionary Management allows you to hand over day-to-day investment decisions to our experienced Investment Managers. Our Advisory Service enables you to make your own investment decisions, while having access to professional advice and a breadth of innovative investment products and solutions.
We offer flexible residential and buy-to-let mortgages (Guernsey, Jersey, London and selected UK regions), lending against investments (Lombard), letters of credit and bank guarantees.
Alternatively, our execution only service is appropriate for clients who wish to entirely manage their own financial affairs and need a comprehensive banking and custody service from a reliable partner.
Market and Economic Research
With our research and market views you can benefit from investment recommendations based on the latest expert research on the world’s financial markets.
Our secure online valuation service allows you to view your portfolio when and wherever you want.
Get in Touch
For more information on our Wealth management offer:
+44 (0)1534 880163