Our services are confidential, professional and independent – providing our clients and prospects with confidence and comfort in advising on and managing their financial affairs.

Our team have extensive experience in all aspects of financial and investment management services, gained through over 30 years in the finance and investment sector.

Business plans

  • Preparation of license applications
  • Introductions to auditors, lawyers, bankers and support services
  • Guidance on corporate structure
  • Liaising with respective regulatory authorities
  • Advise on Directors and Shares

Accounting and management information

  • Periodic accounts management and review / consultation
  • Investment and cash reports
  • Statutory accounts
  • Management reports
  • Liaising with auditors
  • Liaising with shareholder finance and treasury functions


  • Data protection registration and compliance
  • Regulatory reporting & compliance

Cash management and investment administration

  • Management of cash and investment funds
  • Arranging introduction to investment consultants and managers
  • Commissioning of Statements of Investment Policy and Asset Allocation Policy

Tax Planning

  • Tax Planning and Consultation