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Integrated Wealth Management - Cogs

Integrated Wealth Management

Bespoke investment management - custom tools

Bespoke Investment Management

We cater for a wide range of clients, but in most cases the primary objective is to protect and grow the value of wealth over the long term.

We actively manage portfolios to seek the best possible returns within the risk framework that has been agreed with each client.

Our discretionary investment management service allows investors to focus their time and energy elsewhere, safe in the knowledge that our team of highly qualified and experienced investment professionals fully understand their needs and goals, and are ready to act decisively on their behalf.

At the same time, clients will always have direct access to the individual investment manager responsible for each portfolio.

Our flexibility means that we are able to offer advisory broking services. We are also able to accommodate a wide range of mandates including those which may fall outside of conventional norms.

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Financial Planning

We strive to provide clients with holistic solutions for their financial planning needs. These solutions may or may not involve specific products because it is the beneficial outcome for our clients that is of primary concern.

Our aim is to get to understand the important things in our client’s lives and help them achieve their short, medium and longer term financial goals in the most efficient way. Together with bespoke investment management, we offer advice around the key areas of:

  • Inheritance Tax Planning
  • Trusts
  • Retirement Planning
  • Succession Planning
  • Tax efficient investments and savings
  • Insurance and protection