Our Services



Our business is simple and can be split into two segments:


1. Portfolio management for private clients, trusts, charities and pension funds. Year end tax information is provided free of charge and can be sent direct to your accountant should you so wish.  All client capital is managed by a partner of the firm.

 

2. Full probate service for solicitors. This includes the registering of probate, obtaining indemnities, transferring holdings and re-issue of dividends, to name but a few.  In short, we can attend to as much or as little of the process as you wish.




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