Our primary aim is to assist fund management groups to build additional assets under management.

Apart from the traditional mainstream asset classes we have experience in other areas such as EIS and SEIS’s, together with other specialist offerings.

We also give advice on marketing materials, if required, and offer related services, such as public relations and strategic planning, through our associates.

We can offer the full sales and marketing service or selected parts where you already have those skills and we can work alongside existing personnel.

The fees for our service are a blend of a monthly retainer and performance fees. Our general terms are for six months and then one month’s notice, the initial period is set so that both parties have time to assess the arrangement.

We are confident we can add real value to your business and help you grow your business and establish productive relationships with intermediaries. We would welcome an opportunity to meet and discuss our offering in greater detail to fit your requirements.