Administration & Reporting

Whilst paperwork is an unavoidable part of opening an account with a financial institution, we endeavour to make this process as simple, painless and as efficient as possible.

Simplifying life for our clients

Our experienced operations team will facilitate the transfer of assets and cash whilst minimising the inconvenience to clients.

We take our regulatory responsibilities seriously and follow best practice for Anti-Money Laundering checks and the Financial Conduct Authority’s (FCA) Know Your Client guidelines, but we try to make this process as trouble-free as possible.

Getting the communication balance right

We aim to get this right for clients, with a quarterly valuation of investment portfolios including performance figures and a summary of recent market events.

Our regular newsletter contains topical and relevant news items that we think clients will appreciate and may even find useful.

One of the investment team is always at hand should you wish to drop by or discuss matters in more detail over the telephone.