Who We Work With

Private Clients

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).

Pensions

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.

ISAs

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.

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

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