You are trusted with other people’s money...That’s a real responsibility

We help you meet your responsibilities...

Trust Us.

  • Investment Portfolio Construction
  • Tax Efficient Strategies
  • GAP Analysis

Sound asset allocation and assessment of Risk, Taxation and Suitable investments are combined to ensure Trustees are not exposed to potential accusations of negligence in the future.

That’s what we do.

Alan has helped SPIRIT develop investment strategy over many years now and I can honestly say his pro-active contribution and support have been of enormous value to the Trustees
W. El Masri Chairman of Trustees SPIRIT Charity Consultant in Spinal Injuries / Medical Director of Midlands Centre for Spinal Injuries