Smart ideas about wealth
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:
- Pershing Securities Limited
- www.pershing.co.uk
- SIPP Centre
- www.sippcentre.co.uk
- Dimensional Fund Advisors
- www.dfauk.com
Legal Advisers :
- Harbottle & Lewis
- www.harbottle.com
- Payne Hicks Beach
- www.phb.co.uk
- Penningtons
- www.penningtons.co.uk
- Speechly Bircham
- www.speechlys.com
Taxation & remuneration advisers:
- Alan Pink Tax
- www.alanpinktax.com
- Calder & Co.
- www.calders.net
- Grant Thornton
- www.grant-thornton.co.uk
- KPMG
- www.kpmg.co.uk
- RM2 Partnership
- www.rm2.co.uk
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
Bloomsbury thoughts
"Studies show either that most managers cannot outperform passive strategies, or that if there is a margin of superiority, it is small."Prof. Zvi Bodie, Investments
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