Financial Services

Impact and Invest

Impact and Invest is a company that promotes an array of environmental and social impact investments to both UK based and global financial institutions and financial intermediaries. In partnership with Delio Wealth, Impact and Invest have worked hard to launch a fantastic platform which hosts their collection of environmental and social impact investments. Available for High Net Worth, Professional or Sophisticated Investors, this is a platform open to Impact and Invests financial intermediaries, who refer clients who intend to look into investing a part of their portfolio towards impact investments. The platform is focused on raising funds specifically for ethical organisations who care about society, the health and wellbeing of people, and who intend to use their activities in order to contribute towards the goal of creating a better world. Organisations that focus on areas such as recycling, pollution control and social care. Yet Impact and Invest are so much more than investing into funds, portfolios or companies that have a good Environment and Social Governance. This company are commercially focused, and cleverly use capital to invest into companies and organisations that have a credible business plan, have a robust financial forecast and a capable management team.

Blackmore Borley

Peter Blackmore and the late Roger Borley established Blackmore Borley in February 1997 with a goal to provide an independent and unique insurance broking service. The team of skilled specialists work together with the client ensuring that all their needs are understood and to convey without confusion the innovative solutions that will add value to their business. These insurance brokers cater to large businesses as well as individuals across a range of fields. The benefit of working with a bespoke insurance broker from Blackmore Borley is their understanding that a piece of fine art or one’s home has significant financial and emotional meaning for the owner. Blackmore Borley protects all your most valued possessions whether it’s at home or abroad. Tailored travel insurance gives the client the peace of mind that any bumps in the road will cause minimal emotional stress and financial drain.

Turner Wealth & Consultancy

With 18 years of experience in the Financial Services Profession and with H/UHNW clients, founder Trevor Turner knows his business, and leads an organisation of hardworking, skilled professionals. International mobile clients can turn to Trevor Wealth with concerns about cross border tax affecting their wealth, as everyone at the company has extensive experience working for International Private Banks. Trevor Wealth and Consultancy also provide reliable, straightforward advice on all areas of retirement planning, protection, tax planning and investment. Trevor is a Chartered Fellow of the Chartered Institute for Securities and Investments, and holds the Chartered Wealth Manager designation.

Sharps Pixley

Originally founded through two London bullion businesses merging, Sharps Pixley name dates back to 1778. Their brand name may go back centuries, but their outlook couldn’t be more modern. Sharps Pixley is currently one of the largest sellers of retail physical gold in Europe. Their main aim is to demystify and simplify the gold market, to expand the reach of precious metals and create new ways in which people can invest in them. Sharps Pixley is part of the Degussa group, which is Europe’s largest precious metals dealer. Therefore, they are able to offer customers bars and coins at competitive rates sourced from two of the leading Swiss gold refineries. Their London store in St James’s Street will allow customers to gain confidence in their products, as their state-of-the-art showroom provides physical gold to be presented beautifully on coins, bars and scrap. Having access to Sharps Pixley’s deposit boxes are also one of the best ways to safely store not only bullion, but confidential documents, family heirlooms and jewellery. These impeccably secure boxes are available to rent on either a short term or long-term basis.

Ascot Wealth Management

Ascot Wealth Management is a reliable financial partner, offering unique approaches to Wealth Management, Financial Planning and Advice, and Estate and Tax Planning. Since 2010, the company has built a loyal following and an impressive reputation under the leadership of Managing Director Mark Insley. Perks such as always putting the client’s interests first and giving them a whole-of-market perspective on their investment solutions and estate planning to minimise tax, give this company the upper hand in their industry. Ascot Wealth Management were the worthy winners of two impressive accolades in 2019. Wealth Manager of the Year, beating both UBS and Barclays, and Financial Firm of the Year, South-East.

moneycorp

As foreign exchange specialists for over 40 years, moneycorp provides a reputable and specialist service designed to save customers time, money and hassle on their international payments. Great exchange rates, low transfer fees, and expert guidance are at the heart of what moneycorp offers, while 24/7 online access can help you manage your payments and get your money where it needs to be. Whether you’re buying a property abroad or purchasing goods or luxury items from overseas, you can save up to 2% in comparison to using your high-street bank. In addition, enjoy transferring fee-free payments when you quote ‘Listique’ on signup.

Proplend

Proplend was established to provide funding to commercial property investors whilst offering investors impressive rates of risk adjusted returns. The company pride themselves on having one of the most transparent peer to peer platforms, specialising in a sub-£5m commercial investment property loans as an asset class, and disrupting the traditional mortgage industry without the burden of principal capital. Disclaimer: Proplend Ltd is not covered by the Financial Services Compensation Scheme. Your capital is at risk and interest payments are not guaranteed if the borrower defaults. Past performance isn't a reliable indicator of future performance.

Gresham Street Partners

If you have an existing property portfolio full of capital gain but you are concerned about paying top rate tax on rental income then Gresham Street Partners can help you solve your tax planning through an LLP structure. They work by transforming buy to let property portfolios from private ownership into company ownership (with commercial landlords involving HMRC from the start) so that clients can yield greater profits and receive bespoke and unique tax benefits including wiping out all previously accumulated capital gains tax and enabling the extraction of the equity value of the property out of the corporate after three-months, totally tax-free, whilst also protecting against Inheritance Tax.

Dixon Wilson

Specialising in the provision of accountancy, tax and advisory services to high net worth private clients, their families, businesses and trusts, Dixon Wilson is one of the leading firms of Chartered Accountants with offices in London and Paris. Founded in 1888, the company has been running over 80 years, and have kept long standing, trusted client relationships through their excellent understanding of the challenges that their clients can face, ranging from inter-generational planning to capital preservation. Renowned for their legitimate, robust tax advice, some of the most common services that Dixon Wilson offer are the management of bank accounts and general cash flow planning, arranging payment of invoice and setting up direct debits and standing orders and carrying out book-keeping in respect of both personal and business affairs; among much more.

Oakmount & Partners | Investment Consultants

Oakmount and Partners provide expert consultancy on investments in land acquisition and development, commercial and residential properties, commodities, energy and IPO's. With numerous years of success, they seek to optimise performance over the medium and long term whilst reducing volatility and unnecessary risks, preserving capital, improving returns and generating regular income and capital growth. Understanding the critical importance of communication, every investment begins with Oakmount and Partners analysing and understanding your needs, (whether you are a business or individual) before offering a service based on how actively involved you want to be in the management of your investments. Throughout your on-going relationship they will continually assess and plan on your behalf to ensure your investment achieves the optimum results, freeing you up to continue with your busy life. For the last decade and more, their business has been privileged to create and build upon relationships with clients whom they treat as strategic partners within their firm. In their day to day business activities, they transact with Ultra-High-Net-Worth, High-Net-Worth, Professional and Sophisticated investors, along with corporate platforms and intermediaries. The quality of the investment opportunities they introduce to their clients are of the highest calibre, meaning that they can enjoy life at their leisure as Oakmount continue to seek out secure & asset-backed, fixed-income investment opportunities. All their long-term strategies and short-term actions are moulded by a set of core values. Knowledge. Commitment. Nurture. Growth Oakmount. Exclusive. Exceptional & Empowering. Reflecting The People We Serve.