Our High Net Worth financial advice service provides guidance to affluent individuals on tax-efficient asset allocation and portfolio diversification. We advise clients on investments that cover the entire asset range - including cash, fixed income and equities as well alternative offerings including private equity, hedge funds, offshore investments and tax mitigation schemes.
We can administer any investment strategy on an ‘execution only’ basis or advise you through the Sentinel Investment Process – constructing a bespoke portfolio by understanding your attitude to risk, agreeing your financial objectives and then selecting appropriate assets and investments that match your needs. Your investments will be regularly reviewed and our exceptional client service proposition includes detailed reports on investment performance and regular face-to-face meetings. If you already have a portfolio of assets, we can take on their management and continually evaluate their performance and capacity to meet your investment objectives.
As well as conventional investments, Sentinel is also uniquely placed to arrange and administer more speculative opportunities. These include Venture Capital Trusts (VCTs), Enterprise Investment Schemes, (EISs), Unregulated Collective Investment Schemes (UCIS) and other global and offshore investment opportunities. Due to the risks associated with these speculative types of investment, we will only discuss them with individuals who are eligible High Net Worth clients or Sophisticated Investors in accordance with our compliance procedures.