How we can help you
…if you wish to discuss your personal financial needs
We can help you whether you already have an investment portfolio or if you are looking to commence that search for higher returns than cash
has delivered over the past decade.
We can help you whether you qualify as a “high net worth” investor or whether you are new to dealing directly with
investment professionals managers.
We can help you if are looking for a mortgage or guidance as to how to structure your finances.
We can help you if you are simply not sure – “how do I plan for school fees, buying a house, retirement, inheritance planning etc”
We will work with you; we will clarify exactly what it is you are looking to achieve from your wealth, your assets and your investments and we will ensure, in the future, that any selected investment house is doing what they promised and delivering the returns they should be delivering.
We will also ensure you are paying the right fees, no more than existing clients and in many cases a suitable discount.
…if you are a charity Trustee
We can help with a review of your charity’s existing investment portfolio.
We can help with planning to commence a long term investment strategy if none is in place.
We can help with your charity’s plans for the future, to instigate a beauty parade, run the decision making process and monitor
the investment house over the long run.
We will work with you; we will clarify exactly what it is you are looking to achieve for the charity and its beneficiaries and help
you develop a plan to get there.
Vinay has many years experience guiding, advising and managing charity funds; he has managed significant charity funds and has been a Trustee as well as Chairman of Trustees. Vinay understands the World of Charities and how it works – if you think he can help you then give us a call…as with all his work, initial meetings and discussions will cost you nothing; no fees will be charged until we all agree this has become appropriate
and of value to you.
…if you are running a growing business
We can help if you are looking to grow your business.
We can help if you are considering a takeover or merger.
We can help if you need funds for growth, additional investors or re-financing.
Vinay is a very well known figure in the corporate world of the North East. He has a huge number of contacts and has been professionally involved in a significant number of businesses in a variety of professional capacities. If he cannot help you he will know somebody who can…as with all his work, initial meetings and discussions will cost you nothing, no fees will be charged until we all agree this has become appropriate
and of value to you.
Do get in touch, it really will cost you nothing to talk.
A trusted & professional financial consultant