We offer a full range of investment products and can manage money across a wide range of tax wrappers from multiple providers, allowing all your wealth to be managed, across different providers all under one roof.

Investment Products

  • Exchange Traded Funds
  • Mutual Funds (OEICs/Unit Trusts)
  • Government and corporate bonds
  • Investment Trusts
  • Wider range Investments – for example, Hedge Funds and Structured products
  • Direct global equities – traded on 25+ global markets

Tax Wrappers Available *

My investment approach uses the cheapest way to gain exposure to the relevant market and is a key consideration to keep Total Expense Ratios (the total cost to a client) low.

  • Individual Savings Accounts (ISAs) – with Raymond James as the ISA manager.
  • Junior ISAs
  • Offshore Portfolio Bonds
  • Self Invested Personal Pensions (SIPPS)
  • Qualifying Recognised Overseas Pension Schemes (QROPS)
  • Small Self Administered Schemes (SSAS accounts)
  • IHT – Way Flexible Inheritor Plan

 

*We can manage your assets within any of these tax wrappers but cannot provide specific advice on the wrapper itself.