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You are here: Investments
We understand everyone’s different. It’s why we offer your clients one of the widest ranges of asset classes in the industry.
With the funds in place, it’s time to focus on how best to use them. With 37 years of experience we can tailor how we work to fit with your client’s objectives. Below you will find a range of investment areas to suit even the most complex investment strategies.
Whether it's a basic approach or more expansive strategy we take pride in putting clients in control.
We’re experts at dealing with this complex area of investment. It’s why we manage over 2,200 commercial properties. See how we can help you.
Both our SIPP and SSAS schemes can make loans as investments. But there are restrictions. Read about them here.
Maybe your client wants to invest in shares that aren’t traded on a recognised stock exchange. We can help make it happen. Find out how.
Can be a key business asset and covers trademarks, designs, patents, copyright and goodwill.
Considering Unit Trusts, Open Ended Investment Companies or other pooled arrangements? This section is for you.
Are your clients disillusioned by traditional forms of investment? We can help them take a different approach.
Apart from some very specific exceptions, UK pension schemes are not permitted to invest in taxable property, directly or indirectly.
A payment by a SIPP or SSAS that is not authorised is an 'unauthorised payment' and is likely to give rise to tax charges.
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