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platinum

Specialist and bespoke financial solutions for private and corporate clients

1. A consultancy based service to provide comprehensive strategic planning for private and corporate clients.

2. Services associated with wealth management , investments, portfolio management  and corporate business consultancy.

3. A dedicated team of Financial Advisers and support staff, including advisers with specialist financial qualifications.

4. Full initial review and detailed implementation plan with key dates for future meetings.

5. Face to face visits as you require them – normally four per year.

6. Monthly schedules, including valuations and portfolio analysis.

7. On demand telephone consultancy.

8. Invitations to tailored seminars.

9. Access to specialist services, eg estate planning professionals.

10. Hospitality invitations.

11. Quarterly newsletter.

12. Services tailored and individually priced with associated transaction arrangements.

 

 
     

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