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Investment & financial

We are not authorised to advise on specific investments but we are licensed to advise on investment and pensions generally, from a constitutional or technical point of view.  We have a designated professional body licence from the Institute of Chartered Accountants in England and Wales and this enables us to cover every aspect of investment, short of stock picking or its equivalent.

IFAs are the people who do this and generally speaking we introduce our clients to one of the firms with whom we regularly deal.  There is a small number of competent and supportive outfits.

We don't have any financial relationship with any outside firm and on the rare occasions where we are paid a share of commission (it's completely unsolicited) we pay it to our clients.  That way we are totally independent and unaffected by whatever they do.

We charge fees for the overall advising and monitoring.  We see it as our job to advise generally, and then to try to help our clients to reach a decision based on investment advice from third parties.  We do a great deal of advising on retirement and pension planning for example, all in a framework of overall tax planning, including Inheritance Tax.

 

Malthouse & Company is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we are engage to provide.

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