01327 350 314
enquiries@mclayjames.co.uk

24 Brackley Road, Towcester, NN12 6DJ

Wealth Management

Whilst wealth creation is extremely important, once this has been achieved the management of the funds becomes a priority and wealth preservation can become essential.

Mclay James provide a comprehensive range of investment and tax planning solutions designed to enhance your wealth.

A full range of investment products are used for this including ISA, Pensions and Investments such as Unit Trusts and Investment Trusts. Specialist advice is also available for those looking for less mainstream investments such as Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT).

The Wealth Management portfolio that Mclay James constructs will be regularly monitored and assessed to ensure it’s ongoing suitability both in terms of the risk being taken and the performance it provides.

What our clients say

“Very many thanks for all you do for us – above and beyond the call of duty!”

Mr & Mrs S of Brackley

“Thank you. A comprehensive and efficient service”.

Mr A of Silverstone

“Mclay James have proven to be as good as their word in providing excellent service standards with professional advice. Strongly recommended”.

Mr C of Northampton

“Received fantastic advice over and above our expectations. They took the time to understand our situation and provided the solutions which we did not fully appreciate until later. Very thorough and professional and we have recommended them on to our family”.

Mr & Mrs R of Towcester

“Having dealt with Colin and the investment team over many years through some pretty turbulent market conditions I can honestly state Mclay James have provided an outstanding service with high professional standards”.

Mr T of South Northamptonshire

“Just a quick note to thank you for your reassuring letter of 1st October 2011. It was kind and thoughtful of you to take the time to write. I feel fortunate to have you to advise me about ‘eggs in baskets’ ”.

Ms A of Hitchin

“My wife and I would like to register our sincere thanks to Mclay James Ltd and in particular Colin Reid, for the outstanding service and advice we have received. I cannot fully express in words my gratitude to Colin and the three companies for all their support and assistance. Without the monies received my wife and I would have been in financial difficulty. My wife has also received excellent advice and support from Colin and we would obviously recommend Mclay James”.

Mr & Mrs C of Peterborough