Client Login 0191 303 4260

Our clients

Who we can help

We offer tailored investment management and financial planning services to a wide range of clients,
including individuals, families, business owners, charities and trusts. We aim to offer competitive charges that are transparent.

individuals-box
Individuals

We look after the finances and investments of individuals, freeing you to concentrate on the things that matter most, while we focus on making your money work harder for you.

Find out more

family-box
Families

Helping you to develop a dependable income stream to create the life you want for you and your family. This might include planning ahead to cover care costs in later life, or ensuring you have enough capital available to help your family. We can also look at Junior ISAs and other options for children or grandchildren.

Find out more

business-box
Business Owners

We are here to support entrepreneurs at every stage of their business journey, from the beginning, with keyman insurance and shareholder protection, to exiting. In fact, we have helped many owners structure and invest sale proceeds in order to best position their finances for life after business.

Find out more

trusts-box
Charities and trusts

Read more

independant-box
Independent
Financial Advisers

Read more

If you would like to start the conversation, please get in touch

Contact us

Charities and trusts

We know how important it is for funds held within trusts or charities to work as hard as possible for the benefit of the beneficiaries, while equally being mindful of the risks. We can work with trustees and directors around financial planning (particularly for trusts) and investment management strategies and take you through the various market risks to consider.

Independent Financial Advisers

By using our investment management skills, your clients can tap into experienced investment managers who have decades of collective experience. Investment managers at Raymond James, Monument have access to up-to-date research and economic commentary from top tier investment houses.  This helps them to build and monitor portfolios for your clients based around the risk tolerances and objectives you set, having discussed these with your client.

You are kept informed regularly with market commentary and client reporting, so you always know what’s going on and how your client’s investments are performing.