JONATHAN FRY & CO
- GALLOWFIELDS HOUSE, FAIRFIELD WAY, GALLOWFIELDS TRADING ESTATE
DL10 4TB RICHMOND, NORTH YORKSHIRE
Phone: 01748 825971
Fax: 01748 825498
E-mail: Send message
Short profile:
The financial services and banking sector has been experiencing a period of significant change and uncertainty, with investors becoming increasingly concerned about the impartiality and quality of the advice they receive.
The need to have a trusted adviser who is independent of a bank or investment institution has never been greater. We believe it is time for a new approach in wealth management which is based upon genuine transparency and proper due diligence.
Our clients value our experience, our expertise and above all the quality of personal service which we are able to provide. We would be pleased to explain how our services might be appropriate for you.
Detailed description:
Drawing upon our experience over the last 25 years, we have created a number of innovative services specially designed to meet the needs of our High Net Worth clients:
Comprehensive Financial Planning - working in partnership with you to create a bespoke financial strategy
Investment Management - an integrated range of investment management services including:
Dynamic Cash Management - an efficient and convenient service to provide competitive interest on your cash deposits; Personal Managed Portfolio - a revolutionary discretionary investment management service combining sophisticated; modelling with personal service
OmniView - our bespoke online tool to help manage your investments, assets and key documents.
Family Office - designed to meet the more complex need for coordinated investment, tax and estate planning, and lifestyle management of affluent families.
Keywords:
Comprehensive Financial Planning, clients, Investment Management, Dynamic Cash Management, investment institution, advice, investment advice, financial planner, financial planning services, Recruitment, financial adviser, banking sector, tax planning services, quality personal service, financial consultant services, tax planning, investors, trusted adviser, cash flow management, financial planning, business consultant, Opportunities, financial services, financial advisory, Financial Consultant, finance tax planning, financial planning consultant