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Working with your advisors
We understand that investment management is only a small part of your overall financial plan and acknowledge the importance of working closely with IFA's, Accountants and Solicitors in order to ensure a smooth process.
We work in conjunction with clients’ advisers and other third party product providers to manage assets within a range of different investment 'wrappers' in order to meet financial planning requirements.
The diagram below outlines some of the investment wrappers we currently use.
If you would like further information about these investment products please consult your financial adviser.