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Investments.

We understand everyone’s different.
It’s why we offer your clients one of the
widest ranges of asset classes in the industry.

Building futures

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.

Investment opportunities

Investment opportunities

Whether it's a basic approach or more expansive strategy we take pride in putting clients in control.

Commercial Property

Commercial Property

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.

Loans

Loans

Both our SIPP and SSAS schemes can make loans as investments. But there are restrictions. Read about them here.

Unlisted Shares

Unlisted Shares

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.

Intellectual property

Intellectual property

Can be a key business asset and covers trademarks, designs, patents, copyright and goodwill.

Other Collective Vehicles

Other Collective Vehicles

Considering Unit Trusts, Open Ended Investment Companies or other pooled arrangements? This section is for you.

Less common investments

Less common investments

Are your clients disillusioned by traditional forms of investment? We can help them take a different approach.

01483 521521