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Full Private Banking AdviceKeith Edwards
James Johnsen
Amanda Loram
Investment Management
Graham Hughes
Pensions Advice
Stephanie Bebbington-Dyke
Peter Burton
Banking Deposits
Phillip Slade
Bank Lending
Sue Best
Tax Compliance
Karen Blake
Trust Administration
Ann Hallett
Funds
Linked to this page in pdf format are the most recent editions of the quarterly report prepared by James Mahon our Investment Director.
The report is an example of one of the methods we use to communicate with our Private Clients and forms part of the on-going dialogue we have with our clients.
The report includes comments on our three core portfolio funds; Church House UK Growth, High Income and Active Value. These funds are unit trusts, but are principally designed for our clients to assist in providing them with tax efficient and diversified portfolios. Their inclusion in portfolios will depend upon each client’s individual circumstances and objectives. The report should not be understood to be promoting any or all of the funds in their own right, only as part of our overall service
July 2007 - Market Report
April 2007 - Market Report
January 2007 - Market Report
October 2006 - Market Report
July 2006 - Market Report
April 2006 - Market Report
January 2006 - Market Report
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