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.
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.
This covers a broad range of activities from preparing clients’ tax returns to Inheritance Tax planning. Our in-house expertise enables us to offer a very comprehensive service in this respect.
PENSION PLANNING & INVESTMENT
The changes in pension legislation in recent years have made pension arrangements very complicated and a potentially expensive exercise for the private investor. We can advise on the most tax efficient and cost-effective way for individuals or companies to arrange their retirement planning and on the management of pension funds.
TRUSTS, WILLS, LASTING POWER OF ATTORNEY & FAMILY FINANCIAL PLANNING
Family Financial Planning is not simply related to Inheritance Tax Planning but can encompass a range of other investment objectives such as school fee planning and the tax efficient provision of funds for family members. The use of trusts and drafting of Wills plays a vital role in such arrangements and we are able to offer expert advice on such matters.
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.
We offer a highly personalised investment and tax advisory service
We hope this downloadable booklet provides a helpful outline of the 2017 Autumn Budget. These days Budget headlines are often pre-leaked but the real meat is in the small print – and it can take a few days of scrutiny to uncover the detail which may or may not impact upon private investors. Do feel free to call us if you’d like to run through any Budget issues.