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We provide our clients with investment advice and ongoing investment management which is tailored to their long term financial goals

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Investment advice and asset management

Investment advice

Our advisors bring contemporary advisory services to companies both in the UK and internationally. Working with our clients in this way means we have built long-term relationships with corporates, institutions and governments. Our investment consultants operate under the James Stocks & Co brand. James Stocks & Co is a merchant banking group providing companies with bespoke advisory and structured finance solutions. We aim to provide our clients with solutions rooted in experience grounded in strategic analysis of the client’s needs and designed to achieve success based outcomes. James Stocks & Co is led by Tim Stocks. Tim works closely together with other parts of our business and has recently also provided advice in relation to clients in our ship/asset finance practice

Asset management 

We provide our clients with investment advice and ongoing investment management which is tailored to their long term financial goals. We can also offer arrangements for inheritance tax planning, life and income protection insurances.

More specifically we can do a thorough and on-going assessment of a client’s financial circumstances. We advise on the suitability of existing financial arrangements and provide strategic advice on financial objectives and long term financial goals. We will always work with our clients to provide an investment solution which aims to deliver optimum results. Those services are offered through our Hanover Financial Management branded business which is led by Richard Brazier.

For more information about personal tax and investment planning, please visit our private wealth section here.
 

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Laura Livingstone

“I really enjoyed dealing with Laura, it only took her one meeting with HR to get them on board with what I asked for.”

- Marina Duclos

Colette Kelly

“Ranked lawyer. Colette Kelly has a wide-ranging practice advising clients on POCA issues related to fraud and money laundering. She has notable expertise in relation to third-party recovery. "She has a good knowledge of the law, has a realistic approach to client positions, and offers pragmatic solutions." "She has good interpersonal skills and is dedicated to her matters and clients. She is able to deal with difficult, highly charged situations."

- Chambers and Partners 2021 Edition

Colette Kelly

“Ranked lawyer. Sources laud Colette Kelly as "incredibly bright, personable and dedicated." She continues to act for clients on complex POCA matters, and is particularly experienced in handling sophisticated confiscation proceedings relating to alleged money laundering.”

- Chambers and Partners 2020 Edition

Colette Kelly

“She is incredibly hard-working and industrious, she would do anything for a client. She gives them undivided attention. She explains the law very well to clients who have never been involved in these types of cases.”

- Chambers and Partners 2019 Edition