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Professional Connections

Working with Professional Connections

We work with professional advisers, such as accountants, solicitors, tax specialists, trustees and consultants both in the UK and offshore. We can work with you in a number of ways to best suit you and your clients. Ensuring our roles are clearly defined at the outset is key to your clients getting the best service from us and the best outcome overall.

Our award winning investment management team specialise in managing risk-rated multi-asset portfolios. We have a long track record of generating strong, risk adjusted, real returns for clients. Our team of specialist financial planners are also on hand to lend their expertise if needed.

We like to meet with you face to face to ensure that our working relationship always stays on track. We know all of our advisers and clients. We communicate with you regularly and build an ongoing relationship; looking after you matters to us.

Contact Michael Stimpson to find how we can support you and your clients