First Meeting is our Expense

There are times when it can prove difficult to establish your true financial needs.  You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

Under our Wealth Architecture Program we are happy to offer the initial consultation at our expense and with no obligation upon you.

We know that you will enjoy the experience.

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Investment Trusts

An Investment Trust is simply a company that has been set up to invest in shares of other companies. By buying shares in an investment company, the investor is in effect spreading the risk that would normally by associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making.

From a tax perspective, investing in investment trusts is treated the same as investing in shares.  

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