Our mission is to be an independent financial services company which provides reputable investment products for private clients.
We work with financial planners, financial advisers, solicitors, accountants and wealth managers to offer products that mitigate risk, comply with legislation and are clearly presented.
Our IHT products all utilise Business Relief and offer exemption from inheritance tax after just 2 years. They are based on current and longstanding legislation and therefore do not require disclosure under DOTAS.Learn more ▶
Our investment products enable private investors to participate in a variety of alternative investment sectors with the characteristics of low correlation to mainstream asset classes and a higher level of overall return.Learn more ▶
Your clients expect good service from you and we take exactly the same approach with you. We want to support you in providing effective and efficient financial advice to your clients.
We specialise in tax efficient investments that take advantage of robust, longstanding legislation. Some of this may not be well known so we have developed a range of tools that can be of benefit to financial planners. More....