INCOME

In every case, careful evaluation of existing arrangements is needed to ensure they are optimised for the task at hand. Our House practice is to ensure that, as far as possible, client income is derived from dividend yield - even from pensions - as this offers greater security of income while enhancing the potential for good capital performance, far into the future... This care and attention to detail has produced good administrative outcomes for clients as well as good investment outcomes. In this regard, we are pleased to confirm that we retain clients from this firm's inception in 1995. Indeed, we have received unsolicited letters from such clients expressing their gratitude for our service through the years. As one might imagine, this can be a humbling experience.

Primary location: Bromley United Kingdom