Private Client Service

Log in to Private Client Service

The Private Client Service is a bespoke Financial Planning Service provided to high net and ultra high net clients of the practice.

These clients benefit from our investment monitoring and asset allocation financial planning tools and are provided with periodic review reports in addition to having full access to their overall portfolios through this dedicated website.

In addition to periodic reporting and investment monitoring, client bulletins and bespoke clients communications are sent to private clients.

The process is initiated by a comprehensive financial fact-find and clarification of your financial objectives and goals, an intelligent assessment or your risk profile and confirmation of our investment benchmarks and target returns.

In addition we provide comprehensive tax planning advice in liaison with other professional advisers such as accountants and solicitors.

This service is suitable for clients with substantial assets who are seeking a competitive and professional Financial Planning service which is provided on a bespoke basis to suit individual requirements.

For further information please contact Derek Baptist, Ceri Robbins or Jim Robertson.