Our Belfast office was established in 2005. Since then we have forged a strong presence in the region through our commitment to exceptional personal attention, while actively helping clients – whether they be private clients, charities, trusts, companies or pension funds – to achieve their long-term goals.
While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible, and identify ways to save money.
We have also forged strategic partnerships with a number of locally-based firms of financial advisers with the aim of combining their expertise in financial planning with our investment management skills. It is our goal to offer a bespoke service to each client with dedicated investment managers establishing diversified portfolios while controlling volatility.