Client service

Our philosophy is as follows: “We aim to exceed clients’ expectations by understanding and anticipating their needs. We do this by encouraging innovation and working together”.

We appreciate that we operate in an extremely competitive environment and that there are others who provide services similar to our own. What makes us unique is the quality of staff within our organisation and the level of expertise in respect of international tax planning issues. We are proud of our low staff turnover and the friendly atmosphere which greets callers, on the telephone or in person. Continuity is of paramount importance to us.

We place great emphasis on service delivery. So, whether the client is a multinational or a private individual, our philosophy remains constant – to provide a value for money and professional service, the likes of which cannot be found elsewhere.

Services provided

  • Tax planning
  • Investment advisory services
  • Retirement planning
  • Life and critical illness contracts for family, partnership, key man, share and mortgage protection
  • Lifetime care provision
  • Product design and implementation
  • Institutional fund management

Personal attention

On this web site we have attempted to create an accurate impression of our business that truly portrays the values for which we stand. But this can only skim the surface of our capabilites. The likelihood is that we shall need to meet to explore how best your requirements can be met.

The choice of your financial adviser is a matter requiring a great deal of thought and care. It will have far-reaching consequences in the years to come. Please contact us.