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When working in partnership with clients, we manage investments upon a non-discretionary basis, which means that our clients always have a full audit trail of decisions made and the reasons for these.
It means our clients remain in control, and where we provide the role of trusted partner in helping clients assess what’s best for them.
During the crisis of 2008/09 one of the biggest criticisms of the wealth management profession was that managers had taken on too much risk without first consulting with the client.
Our service has always worked to overcome this and provides our clients with much greater peace of mind.
We therefore do not take any decisions without our clients having given their permission. This ensures complete transparency and clarity at all times, on precisely how money is being managed.