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We provide a high quality bespoke discretionary portfolio management service, encompassing both traditional and alternative portfolio management techniques. With the primary goal being the protection of the real value of the customers' assets, our tailored service utilises a third party funds-based approach covering equities, bonds, alternative assets and cash; it is suitable for individuals, SIPPs, and trusts.

ISAs, Custody and Execution Only dealing services are available.

 

Impartial, fee based, independent financial advice is tailored to meet customers' needs. Issues covered include pension and inheritance tax planning, savings, investments, protection and advice on tax efficient structures for individuals and their businesses.

 

A full personal tax service is available, including the preparation of tax returns, advice on business tax, and tax planning to mitigate income and capital taxes.

 

Our wholly owned trust corporation, Messrs. Hoare Trustees, is able to act as Executor, Administrator, Trustee or Custodian Trustee. Messrs. Hoare Trustees also drafts Wills
and Codicils.

Stock receipt, 1731