“I have been a client of N&G for
the past 12 years. My husband and I welcomed Peter’s sound advice
and easy approachable manner.
Retirement to Cornwall brought
its own concerns, finance being
paramount. N&G remained approachable, a phone call away. Widowhood threw up another challenge
where compassion and positive decision making were paramount and again I was not disappointed. You are being progressive once again and putting client’s care top of your list.”
Our Ethos
We are a forward thinking company offering professional financial advice & service under a fee based structure. We build strong relationships with our clients, providing long term financial planning with client specific service propositions. Our clients enjoy a high level of interaction with us, including this website which allows our clients to view their own portfolio online. We operate a team based approach to providing advice and service to our clients within a collegiate company culture, and are committed to providing the highest possible service to our clients.
We deliver our N&G Private Client service through our platform, which provides access to all investment tax wrappers and a whole of market investment fund choice. We also combine our platform with the most sophisticated pension vehicles, including Small Self Administered Pension Schemes (SSAS), Self Invested Personal Pension Plans (SIPPs) and Pension Trusts, and Trust solutions for Inheritance Tax planning. Our platform puts our clients firmly in control of their assets, and allows us to efficiently administer client's portfolios. We offer clients a complete Wealth Management solution under our N&G Private Client service.