Who We Work With
We pride ourselves on offering a truly bespoke service. You will always be treated as an individual. Your needs will change over time and we offer support through every step of that journey to:
- establish your long-term objectives
- provide you with reliable income
- accommodate your future expenditure
- preserve wealth for future generations
- ensure you understand the potential risk and reward in your portfolio
We have structured our own investment teams to support you now and for future generations. Not only do we continually work to hone our own investment skills and approach but we pass these on to the next generation of investment managers
(Vermeer Partners does not provide tax advice and you will need to seek advice from your independent tax advisor. Not all clients may benefit from a separate ISA portfolio).
We manage pension investments and specialise in Self Invested Personal Pensions (SIPPs), Qualifying Recognised Overseas Pension Schemes (QROPS), Small Self-Administered Schemes (SSAS) and other corporate pension schemes. Our systems ensure communication between all associated parties functions seamlessly. We have agreements in place with many third-party pension providers and it is possible to add further new relationships upon request.
To reduce your overall tax liabilities*, we encourage our clients to run an ISA portfolio alongside their personal portfolio. Your investment manager will run each portfolio under a single strategy, which will be agreed with you at the outset. Pooling these two investment portfolios ensures your money is managed efficiently, your personal allowances are maximised, and over exposure to any one investment is avoided. * Vermeer Partners do not provide tax advice and you will need to seek advice from your independent tax advisor. Not all clients may benefit from a separate ISA portfolio.
Junior ISAs & Bare Trusts
We provide a complete service to allow our clients to consolidate family investment accounts in one place so these are managed alongside your other accounts As with all our services, your investment portfolios are tailored to meet specific requirements, whether it is to fund school fees, university costs or first homes.