Accessible in responding to your needs

Second Opinion Service

Are you getting a good deal from your investment set-up?

We offer a ‘Second Opinion’ report to confirm whether you are on the right path with your existing investments, or whether there are areas for improvement:

  • Returns - about right?
  • Risk – not too hot; not too cold?
  • Costs and fees – reasonable?
  • Service – responsive?
  • Independent funds, or your adviser’s ‘in-house’ product?

Please see our flyer for more information or contact one of team at or 03 477 4709

Useful Links

Quarterly Newsletter

Our newsletters include market commentary and key market movements for each quarter as well as other topical articles.  If you would like to be added to our mailing list please email us and let us know.