Services
What our advisers do for you
Every engagement starts with a conversation about the income you need and when you need it. From there we design, execute and maintain a portfolio around those numbers.
Fixed income broking
Access to after-market sterling corporate bonds, gilts and fixed-rate instruments, priced and executed by our dealing desk.
Portfolio construction
Laddered maturities, issuer diversification and credit quality limits set to your risk tolerance and income schedule.
Income planning
Mapping coupon dates and maturities against your spending plan, so income arrives when it is needed rather than at random.
Ongoing reviews
Scheduled reviews covering credit developments, reinvestment of maturing holdings and changes to your circumstances.