Individuals & Families
With countless investment options out there, it can feel overwhelming trying to choose the best one for you and your family. Fortunately, at S&T we take the time to listen to you and to understand your financial position, lifestyle and outlook, meaning you get the very best service. Our four-stage process covers a personalised financial review, a future plan, an investment proposal, and ongoing portfolio management.
Our tailored service offers a flexible approach to investments, meaning we can adapt your portfolio to changes in your personal circumstances throughout your life.
Our Chartered Wealth Managers will keep you up to date with the performance of your investments through regular meetings and quarterly reports.
Individuals & Families
With countless investment options out there, it can feel overwhelming trying to choose the best one for you and your family. Fortunately, at S&T we take the time to listen to you and to understand your financial position, lifestyle and outlook, meaning you get the very best service. Our four-stage process covers a personalised financial review, a future plan, an investment proposal, and ongoing portfolio management.
Our tailored service offers a flexible approach to investments, meaning we can adapt your portfolio to changes in your personal circumstances throughout your life.
Our Chartered Wealth Managers will keep you up to date with the performance of your investments through regular meetings and quarterly reports.
Professional Advisers
Financial Advisers and IFAs
We know how valuable your client relationships are. Our discretionary investment services for IFAs free up your time, allowing you to focus on those crucial relationships and on your core planning processes. Our portfolios include our Active Allocation Model Portfolio (STAAM) a Unit-Trust based investment and our Actively Managed Portfolio (STAMP) a direct investment-based portfolio.
We can also build tailored investment solutions for you and your clients (depending on specific parameters).
Solicitors
Whether you need our services to aid you in managing client assets following a settlement or a business sale, or to simply wind up an estate, we have the expertise to help. Our professional assistance will enable you to streamline your services, so you can spend more time focusing on your client.
We work with:
Family, Corporate and Private Client Lawyers.
Accountants
Whether your client has sold a business, received an inheritance, or simply has money to invest, our Chartered Wealth Managers work in partnership with you and your client to build a tax efficient investment strategy.
Trustees & Charities
Our experienced team work closely with trustees to build a portfolio that meets the specific requirements of the `policy statement’. The requirements of trusts can differ widely, so we take the time to identify each trust’s specific needs and to apply them to our investment recommendation and ongoing strategy.
Trustees & Charities
Our experienced team work closely with trustees to build a portfolio that meets the specific requirements of the `policy statement’. The requirements of trusts can differ widely, so we take the time to identify each trust’s specific needs and to apply them to our investment recommendation and ongoing strategy.