Collation Services

Complete with any of our advisory packages we offer a highly valuable collation service. What this service essentially provides is the ability to consolidate any investments or financial assets that you might have onto our modern databasing system.

Once on our system we collect all relevant data for your investments on a daily basis providing us with the most up to date possible picture of your portfolio. From this platform we are ideally positioned to compare their performance and advise you on a consequent best course of action.

Via this service you as the client will be able to contact us at any time and be able to find out the exact state of your assets. We will endeavour to keep you updated with a quarterly statement on all your holdings as well as subscribing you to our newsletter which contains an overview of recent market trends, an interpretation of events and our corresponding position.