We pride ourselves on offering a unique Wealth Management Service to clients.How do we achieve this, well we provide a pro active advisory service. We have a number of underlying strategies within clients portfolios that are designed to capitalise upon the unfolding Marco backdrop over the next 12 months. These are monitored daily to establish they are still offering value and growth potential.Any factors moving forward that influence these strategies are then easily identified and assessed whether they will have a negative impact on the overall returns . If so, we will immediately make recommendations to alter your portfolio to maximise returns, while reducing risk exposure to unattractive sectors. This is not a service offered by most Independent financial advisers, who only make changes at six monthly intervals.This proactive approach is time consuming, but enhances perfromance and can be seen in our Model portfolios that have been running since 2010. We will happily share this data with you should you decide to make contact.If you would like us to manage your investments we will happily do so in a proactive manner. In this respect we liaise with our clients closely and make changes to asset allocations or underlying funds as they are necessary and not just when they are due a six monthly valuation.We are directly Authorised and Regulated through the Financial Services Authority ref 498988.Registered in England and Wales 684160.