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Some Of The Providers We Deal With

As we are independent we can offer a large range of products and services to cater for individual requirements.

We'd love to chat to you and help you the perfect solution

view some our providers below

Cornhill

Cornhill offer bespoke investment solutions and services including portfolio management, investment funds and securities, a worldwide fund platform and regular investment products. They also offer specialised products such as the FlexMax investment vehicle. Their teams are highly skilled and experienced and are able to offer investment solutions to fit perfectly the needs of each and every client.

Commerzbank

Commerzbank are the fourth largest bank in Germany and have a successful history going back 150 years. They have an excellent range of what are known as “Structured Notes”. These are usually short term investments of between 1 and 5 years and offer far above average annual returns usually between 6% and 15%. They are not available in the local High Street branch but due to our “buying power” and reputation we are able to offer these to our clients.

RL 360

With their head office based in the Isle of Man you can be sure that your investments have the ultimate protection as it is widely recognised to be one of the world’s leading offshore jurisdictions. Some of the benefits include that your investments are insured for 90% of an unlimited amount in the unlikely event of RL 360 not being able to meet their commitments. The growth in your investments is virtually tax free. They offer an excellent choice of investments with a flexible approach together with experienced servicing teams and strong technical back up. This allows you to plan for the future with confidence and security.

Blackrock

BlackRock are an American global investment management corporation based in New York. They are the world’s largest asset manager with over $6.3 trillion in assets under management. That is more than the GDP of the wealth of most countries in the world. They only employ the very smartest and best people. You have the security of knowing that any investments that you have with them are being expertly managed to combine excellent returns with at the same time safety.

Schroders

Schroders is a British multinational asset management company founded in 1804 so they have over 200 years of history. They are traded on the London Stock Exchange and are a constituent of the FTSE 100 Index Their revenue is over £2500 million with an operating income of over £800 million. They are renowned for the security of the funds that they manage together with the excellent returns that they generate.

Old mutual

Old Mutual are an International investment, savings, insurance and banking group. Established in 1845 in South Africa it has more than 19 million customers with over £390 billion of assets under management. They are listed on both the Johannesburg and London Stock Exchanges and are a constituent of the FTSE 100 Index.

ICC

If investing in property is your thing then look no further than Imperial Corporate Capital. The UK government have commissioned the building of Crossrail which is the largest infrastructure project in Europe. A new railway is being built across London and consequently there is a huge demand for homes around the new stations. ICC are buying up sites both brownfield and virgin and either building new or converting existing into homes. For your investment you get a stake in the company and a guaranteed 9.5% interest per year. This is a short term investment of between 18 months and 3 years. The impressive thing is that your money is secured on the assets of the company eg the land and property.

Rudolf wolff

Rudolf Wolff was founded in London in 1866 and was among the original founders of the London Metal Exchange. They are now a specialist fund management company and regulated by the Financial Conduct Authority pka the Financial Services Authority. Some of their funds are devised to provide an income as well as capital appreciation from Corporate Bonds issued by banks, insurance groups, as well as general corporate debt. Don’t get caught out. We offer a wide range of providers giving different levels of cover at different premiums to cater for all needs.

Jupiter fund management

Jupiter manage assets across a wide range of international mutual funds, investment companies and institutional mandates as well as providing wealth management services. The company offers a variety of portfolios in Europe and Asia as well as multi-manager funds. It also has a growing fixed interest portfolio with a focus on high grade corporate bonds, strategic bonds and convertibles. They are listed on the London Stock Exchange and are part of the FTSE 250 Index. Don’t get caught out. We offer a wide range of providers giving different levels of cover at different premiums to cater for all needs.

Other providers

Other providers include
Hansard
Investors Trust
Prestige
Generali
Standard Bank
J P Morgan
Castlestone Management
Threadneedle,
Franklin Templeton etc.

The normal course of events are as follows

At no time will we ever handle your money or ask for any upfront payment. You will deal directly with the institution concerned.
At all times we will keep you up to date with your investments to let you know how they are performing and make any recommendations as required.                                                                                          

Step 1

Preliminary meet

We have a get to know you meeting where we find out what your financial objectives and plans are.

Step 2

Report

We will then undertake an in depth written report giving you different options as to the best way forward

Step 3

Analysis

We will go through the report with you answering any questions that you might have and explaining through experience

Step 4

Progression

After studying the options, if you decide to go ahead, we will help complete the applications to the chosen institution

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Name
Email
Phone
Location

Your Message and requirements

Not sure yetRegular SavingsLump Sum InvestmentsAlternative InvestmentsRetirement PlanningEstate PlanningCorporate ServicesMedical InsuranceLife InsurancePension TransfersOther