Financial Services for Directors

We have a strong friendly team of highly qualified advisers who have many years experience providing financial planning and investment advice to Executives and Directors.

• Financial planning with income and general lifestyle statistical modeling
• Tax wrapper work, including Trusts & VCTs
• Capital Gains Tax strategies
• Inheritance tax and retirement planning
• Severance strategies
• Specialist pension advice
• Retirement options and pension transfer analysis units - In-house SIPP
• Cross border pensions and investment advice
• Business & personal protection plans

Specialist Services

• Investment advice to Trustees
• Personal Injury - advice to lawyers & their clients
• Divorce asset separation & pension sharing advice
• Tailored global asset allocation strategy
• Advice based on institutional level research covering the whole marketplace
• Independent investment monitoring and management
• Finest ingredients normally only available to institutional investors

PSigma Investment Management

• In-house independent asset management which is available where appropriate
• Bespoke Discretionary Portfolios
• Sophisticated asset allocation strategies
• Absolute and relative return solutions
• Pro-active use of full range of investment opportunities

We would be very pleased to talk you about any or all of our services.  Please feel free to call us to discuss any case and we will explain if and where we can add any value and give an estimate on cost.  Our fees are based on hourly rates with commission offset options on investment transactions.