Their Asset Management services encompass

General portfolio management
Fund management
Inheritance Tax Planning
SIPP Management
QNUPS - Qualifying Non-UK Pension Scheme
New Issues
CFD Advisory
They offer bespoke investment advice and management to institutions, trusts and private clients and can present an excellent track record.

Their investment management philosophy is one, as the name suggests, of fundamental analysis. Before making any core investment they spend a great deal of time conducting thorough in-depth research.

Their senior team have many years experience in managing equities and they pride themselves on being independent and objective.

They have a specialist focus in the ‘Energy’ sector with our investment expertise supported by highly experienced industry consultants.