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This has been a central activity of the firm from the start. The process identifies a client’s financial objectives and shows how these can be achieved using a variety of financial instruments. It takes account of Income Tax, Capital Gains Tax and Inheritance Tax, as well as occupational pension schemes, life assurance, health insurance and retirement income.
The selection of suitable investment funds has been the firm’s other core activity, including the discretionary management of investments.
The firm manages in excess of £100m of investments, including £75m in unit trusts and OEICs. Over £65m of the total is managed using discretionary portfolios.