We advise based on what we would do, were we in your client's shoes, given what we know.

We advise private clients.

We advise trustees in respect of family or charitable trusts.

How good are the stockbrokers or wealth managers or IFAs, to whom you currently refer YOUR valuable clients?  No doubt their presentation skills are very good.  No doubt they are a pleasure to work with. Do they actually make YOUR clients any money?  Have they stopped YOUR clients from losing money in the financial and economic debacle in which we find ourselves? Is style really more important than substance?  We suggest YOUR clients actually favour substance over style.

Did any broker or wealth manager warn you of the impending commercial and residential house price crash?  The stock market crash?  The recession (dare we say depression)?  We warned many solicitors BEFORE they happened.  We helped them advise their clients on wealth preservation BEFORE it all happened.

Ask your wealth managers how they have performed for YOUR clients over the last year or two, or if appropriate, the last 10 years.  Maybe you should speak to us.  We have proven our investment credentials.  We are highly qualified.  We will only charge what we agree to charge YOUR client.  We will work with you and help you look after YOUR client.

We provide straight-talking, sensible advice and we care about the clients we take on. 

                                                                                ***STOP PRESS***

We are in discussions with law firms about creating Joint Venture Limited Liability Companies.  The objective is to develop 'in-house' style firms to which law firm private clients are referred for portfolio management.

The law firm and we, jointly, own and control the JV and the law firm's clients are assured of quality advice.  The benefits to the law firm are manyfold and, not least, are this assurance and the build up of very significant capital value within the JV.

Stockbrokers have, for decades, made fortunes (literally) out of building 'funds under management', much of which derived from law firms.  Now, so can law firms.

Call Jonathan Davis to arrange a meeting to discuss whether we could offer this facility to your firm.