“It took us three years to find someone to manage our wealth, and we can now sleep at night! ”

Darren and Ruth Johnston (Semi-retired entrepreneurs) (N Wales) (2011)

Clients' Investments

Clients have online access to their investments 24 hours a day, 7 days a week, 52 weeks a year.

Clients can see how much they hold in their investment / pension etc portfolios and the performance.

Clients also know that we shall review the important issues annually when we meet.


Prospective clients: Click here to go to one of the administrators that we use for clients' financial assets and click Live Demonstration to see what 24/7 online can look like.  This system greatly simplifies your paperwork.  We can look after you better too, compared to having ISAs, pensions, other financial assets in a myriad of institutions.  However, investing is not administration.  We will have access to and use, literally, the universe of investment funds to give you the best possible investment experience.