…is D&C's core offering, with considerable experience in advising, creating & reviewing global investment portfolios. D&C offer independent advice on wealth generation & protection. However simple or complex a clients needs, D&C provide advice, investment solutions & ongoing help for clients to achieve their financial goals.
To begin building trust, D&C take the time to understand the client's immediate challenges & future goals by establishing risk appetite & financial objectives. D&C is independent, & therefore aligns itself to the client's requirements. This allows D&C to deliver a bespoke investment solution to match those needs.
D&C is not tied to any one investment manager and has the ability to place clients funds within a selection of discretionary managed portfolios, direct funds or a combination of both. Should a client wish to compliment their portfolios with direct stock holdings D&C can offer execution only dealing.