In addition to our discretionary investment management and managed portfolio services, clients who make use of our ongoing wealth planning

service have access to a variety of alternative investing opportunities.

For those looking for potentially higher investment returns, or, are thinking about inheritance tax planning, we can provide clients with direct access to the world’s most successful and established market for dynamic small and medium size growth companies, the London Stock Exchange’s Alternative Investment Market (AIM), or, venture and private equity investing via our Enterprise Investment Scheme (EIS) solution.