Alternative & Esoteric Investments

Alternative and Esoteric investments are assets that may have improved tax benefits for certain clients, however, they differ from traditional investment vehicles and come with significant risk and no guarantee of success or returns. As such these are investment vehicles that require specialised, highly accurate and up to date technical advice.

Clients use our specialist knowledge for a number of reasons; they may wish to significantly diversify their portfolio or they may be open to a higher level of risk. Our proficiency in Alternative and Esoteric Investments is often used to compliment our Tax, Estate and Inheritance Tax and Investment Portfolio Management services.

Due to it's high risk and complex nature, advice in this field will only be given in limited circumstances where both client and Adviser agree that it is appropriate.

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No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

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