We fully appreciate the complexities involved in managing client assets within the wider financial planning picture. Many clients delegate their affairs to professional intermediaries and we are happy to liaise with and accept instructions from you. Our specialist knowledge will complement the services that you already offer them.

In working closely with independent financial advisers, solicitors and accountants, we understand that each client's portfolio structure must be in keeping with their risk parameters and investment requirements. By acting as our investment partner, you will allow yourself greater time and flexibility to focus on your strategic business. For our part, we will:

• prepare reports; construct and manage the portfolio through diversification by asset class within the specific guidelines of the agreed benchmark.

• prepare a comprehensive fiscal reporting package including CGT schedule, income schedule and consolidated tax certificate.

• deal with the day-to-day strategic and administrative duties and be totally accountable for all the investment issues under our control.

• share our fees with professional intermediaries to create a revenue stream for introducers of business.

• manage portfolios that can include direct equities, Gilts, Unit Trusts, OEICS and Investment Trusts. ISAs can be transferred within a portfolio, as we are authorised ISA managers.

• assume full regulatory and compliance responsibility for your clients' assets over which we have control.

We have extensive experience of working with other advisers and are committed to providing support and guidance. We take pride in our efficiency and ability to establish and maintain long-term relationships. To this end we welcome the opportunity to attend meetings with advisers and their clients, whenever required.

Our priority is always to provide both adviser and client with a very personal and tailor-made investment management service, efficiently administered and delivered with individual attention on a continuing basis. As a result, your clients benefit from a seamless strategy and their portfolios become an integral part of their overall financial planning arrangements.