News and resources

Professional connections

We use the services or work closely with a number of third parties to provide our clients with best-of-breed products and services. Below are links to some of our strategic partners.

Financial services:

Raymond James Financial Services Limited
www.rjis.co.uk
Pershing
www.pershing.com
SIPP Centre
www.sippcentre.co.uk
Axa International
www.axa-iom.co.im

Solicitors:

Harbottle & Lewis
www.harbottle.com
Howard Kennedy
www.howardkennedy.com
KSB Law
www.ksblaw.co.uk

Taxation & remuneration advisers:

RM2 Partnership
www.rm2.co.uk
Calder & Co.
www.calders.net
A C Tucker
www.actucker.co.uk
Boston Limited
www.boston.co.im
Vantis Tax Limited
www.vantisplc.com

Other financial advisers:

Portus Consulting - employee benefits consultants
www.portusconsulting.co.uk
Evolve Financial Planning - financial planners for portfolios of less than £1 million
www.evolvefp.co.uk
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Bloomsbury thoughts

"Investment managers sell for the price of a Picasso [what] routinely turns out to be paint-by-number sofa art."
Patricia C. Dunn, former CEO, Barclays Global Advisors