Comparing our Services


Every client has different requirements of us. That why we tailor our service proposition to fit your needs, rather than the other away around. In broad terms, we offer three service levels, where each has a different emphasis.

Spotlight is when you’re looking for a simple, uncomplicated investing solution

We gather relevant information from you including your investing goals, preferences and circumstances and determine different ideas that may meet your needs. That may meet your needs. Moreover, we can also take care of your life assurance or protection needs too

Highlight is a more general wealth planning review

It often means completing a ‘holistic review’ of your circumstances, before highlighting certain aspects of your financial arrangements for you to consider further. It may be that it is simply a specific area you would like us to review.



Meetings and Contacts
Initial Engagement: Phone and Online
Initial Meeting in person
A minimum 12 months review of your financing goals and objectives and ongoing suitability
(Completed Online or via telephone)
Ad hoc meetings when required
Access to a dedicated financial planner
Access to a dedicated investment manager
Managing your money
Minimum Portfolio Size 2000 50,000
Continuous monitoring and rebalancing of your investment portfolio(s)
Monthly strategy factsheets
Quarterly Investment Commentaries
Quarterly Performance Reporting
Risk Profiled Managed Portfolio Strategies
Bespoke Portfolio Construction
Investment Management Styles Available:
Multi-Asset (min. 2000 GBP)
Passive (min. 20,000 GBP)
Absolute Return (min. 20,000 GBP)
Traditional (min. 50,000 GBP)
Individual Equities (min. 250,000 GBP)
Bespoke Portfolios (min. 500,000 GBP)
US Portfolios (min. 300,000 USD)
Utilise ISA Allowances
Utilise Annual CGT Allowances
Advice on asset across multiple wrappers
Quarterly Valuation Report including market update
Online access to portfolio valuations
Year End Capital Gains Tax Report
Consolidated Tax Voucher
Access to a range of industry articles (*Via client investment portal)
Quarterly ‘Financial Matters’ e-zine
Advice on asset across multiple wrappers

Call Us

You’re always welcome.

Visit Us
Building 2, Ground Floor,
Guildford Business Park,
Guildford, GU2 8XG
United Kingdom
Call Us
+44 (014) 8391 7644
Mail Us

get in touch

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