PERSONALISED INVESTMENT ADVICE
CHAMBERLAIN DE BROE offers a highly personalised investment and tax advisory service. Established nearly three decades ago as one of the first non-commission financial advisory firms working solely on a fee-basis, the culture of our business has always been entirely client focused and our relationships ongoing rather than transactional. In a world where financial advice is increasingly about product sales, we adhere to our original principles of providing impartial financial advice tailored to our clients’ needs.
A TRULY BESPOKE SERVICE
We go to great lengths to avoid the ‘one-size-fits-all’ financial solutions that have become popular as cost-saving computer generated, ‘robo-advice’, endeavours to replace old-fashioned advice based upon one’s circumstances. Our input is truly bespoke, tailored to our clients’ preferences, encompassing ethical strategies, conservative wealth preservation plans and adventurous investment. A trusted adviser to many generations, our main areas of activity concern the management of investment funds and the transfer of wealth from one generation to the next.
We advise our clients on investment portfolios and offer a complete valuation, tracking and reporting service covering the full range of investment media including equities, investment trusts and other collective investment funds both in the UK and offshore.
PENSION PLANNING & INVESTMENT
TRUSTS, WILLS, LASTING POWER OF ATTORNEY & FAMILY FINANCIAL PLANNING
HOW WE WORK
We are able to present a much clearer picture of the sort of work we do once we have the chance to prepare a brief report based upon your circumstances. This sets out what we envisage we can provide in the way of service and what our fees will be. We do not charge a fee for initial meetings or reports.
HEAD OF CLIENT SERVICES