Regarding equity investments and portfolio management, customers are disillusioned with the performance of their traditional insurance and investment professionals, unable to make the time to complete the necessary research to trade online with confidence, they face difficult decisions. Professionals can help but after poor performance and reputation damaging press coverage, choosing can be hard.

IFA’s can be the exception but unfortunately they are not able to advise on individual equities, markets or bonds and rarely have their own investment analysis teams.

Finally, charging structures are sometimes difficult to assess and attractive looking investment vehicles are relatively expensive to access.

We are committed to reasonable and transparent charging, delivering excellent value

We are an independent team with a depth of experience. Our structure enables us to access “best of breed” resources in addition to our own intensive research- we are a specialist branch of a subsidiary of a leading US securities house, Raymond James Inc.