For over 20 years, Norscot Financial Services Ltd has provided high quality advice on all aspects of financial services to its Clients.
For some time now, however, the focus of our Clients has been moving much more towards investment advice than other aspects of financial services.
In recognition of this, we have decided, going forward, that investment advice will be delivered to Clients through the medium of George Square Fund Managers, a Limited Liability Partnership, whose principal function will be to continue to deliver what we believe is a superior investment proposition.
In order to access bulletins, please send an e-mail to info@georgesquarefm.com with the title 'Bulletins' and you will receive login details to access the bulletins.
Service to our Clients in relation to investment strategies will be delivered under the heading of the George Square Fund Managers Wrap.
This is an all encompassing administration platform which offers most of the major tax wrappers alongside an extremely comprehensive choice of collective investment funds.
Investments can be made under the heading of ISAs, SIPPs, Onshore and Offshore investment bonds, as well as investments held directly in Client's own names.
At no time do George Square Fund Managers have access to your funds. These are held on your behalf by Standard Life Investments and their Trustee companies who are responsible for administering the "Wrap" on our behalf.
There is a low cost dealing service available to clients to allow the Purchase and Sale of Stocks and Shares and therefore any existing Portfolio can be incorporated into your Account.
We will only act on your instructions and in the majority of cases, funds are available to you within a few days, the exception, of course, being some funds or investments which are traded less frequently than daily where there is sometimes a wait time before these can be encashed.
At no time will you be penalised for withdrawing funds.
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George Square Fund Managers do not offer advice in respect of Pensions Planning, Inheritance Tax Planning or indeed, aspects of financial services planning other than Investment.
Planning of this type is undertaken by Norscot Financial Services Ltd, a company which has been established for 23 years and which for 20 of these years has been owned by David Mills. In the event that you wish advice in these areas, Norscot will be more than happy to offer suitable solutions.