We have considerable experience in looking after clients who require a tailor made portfolio to provide a regular income. For a large number of our clients the capital awards are to provide income for their lifetime. It is often their only source of income and as such we understand the importance of maintaining security and growth of this money to keep pace with the inevitable increasing day to day costs.
We have invested time and money to build an advanced computer system to monitor our clients' portfolios and to best fit these to their changing needs.
Not only do we look after the portfolios of those clients but we hope to build a longer term relationship and, as a team, to offer any additional advice in other aspects of their financial needs. We are also experienced with the day to day paperwork that often goes hand in hand with the receipt of large awards.