What We Do
As a leading independent wealth manager advising individuals and companies on all aspects of investment and financial planning, we offer a comprehensive range of services that cover:
Wealth Management
We assist clients in developing and implementing a bespoke investment strategy which meets their individual requirements, and that adapts to a fast-changing market. We offer both Advisory and Discretionary Portfolio Management Services and utilise various custodians depending on the size of the portfolio.
Advisory Portfolio Management Service
This service is designed for clients who wish to discuss ideas with us and look to us to provide them with fund recommendations, investment information or research reports as and when required. TTG will arrange transactions on behalf of clients, but will only deal as and when instructed.
Discretionary Portfolio Management Service
Our discretionary service is designed for those clients who wish to delegate the day-to-day management of their portfolio to TTG. A mandate, covering the risk profile, investment strategy, objectives and time horizon, would be agreed at the outset with the client, and TTG would then implement an investment strategy within the parameters set by the client.
Financial Planning
Whether dealing with individuals or companies, we look to thoroughly understand the client’s position at the initial meeting through a comprehensive review, from which we are able to develop a financial plan to meet their objectives.
School Fees Planning
Recognising the importance of education, we advise clients on various methods of making provisions for school fees and the costs likely to be incurred.
Retirement Planning
Long-term financial security requires considerable capital, advance planning is a pre-requisite. We have developed a series of retirement models that aim to provide a clear picture of requirements pre and post retirement.
Protection Planning
The necessity of some form of instantly available personal risk insurance, particular to them with a professional level of income and lifestyle, forms part of the advice we provide to clients.
Estate Planning
We help clients ensure assets are passed smoothly to beneficiaries in the event of death, and assets are not eroded by taxation or less responsible future generations.
Property Investment
Property is the cornerstone of many portfolios. Whether it is a home, or an investment property, we can advise on all property matters.