jonathanfry plc
Financial Services - London, England, United Kingdom
jonathanfry plc Employees
jonathanfry plc Details
Drawing upon our experience over the last 25 years jonathanfry plc have created a number of innovative services specially designed to meet the needs of our High Net Worth clients:* Comprehensive Financial Planning - working in partnership with you to create a bespoke financial strategyInvestment Management - an integrated range of investment management services including:* Dynamic Cash Management - an efficient and convenient service to provide consistently competitive interest on your cash deposits* Personal Managed Portfolio - a revolutionary discretionary investment management service combining sophisticated modelling with personal service* OmniView® - our bespoke online tool to help manage your investments, assets and key documents* Family Office - designed to meet the more complex need for coordinated investment, tax and estate planning, and lifestyle management of affluent familiesThe firm has offices in London and North Yorkshire and is a regular contributor to the press and television.
