Services

(1) We provide essentially two main services:

(a) For clients with the appropriate level of net worth and a high tolerance for risk, we provide advice on a recommended portfolio of domestic and international equity and bond investments. (Advice can be given on doing this via a self administered/directed pension for senior executives and the self employed)

(b) For clients with a lower risk tolerance we can provide advice on equity and bond investment via funds.

(c) For all clients we can provide advice on where to go to implement their investment needs.

(2) We charge for our services purely on the basis of a fee. We do not receive commissions as all investment advice is implemented by the client. Our fee structure depends on the service provided. For service 1(a) we charge an annual fee for access to the recommended portfolio and all changes made to the portfolio. For service 1(b)and (c) we charge a once off fee.