Do you have investments, and have the large brokers and banks been ignoring you, or even worse, investing you in funds that you do not understand which also have hidden costs?

We have been a small, friendly, discretionary management company based in Surrey providing services to clients for nearly forty years.  We have now linked up with Mole Valley Asset Management Ltd who are now looking after our clients from an investment management point of view with input from our associate firm – Bullimores Chartered Accountants – as accountants we provide a pragmatic approach combining financial planning with investment strategy to suit your evolving lifestyle, but considering in detail your personal wishes and aspirations via Bullimores in relation to your finances, the impact of taxation, including inheritance tax and executorship.