Summary
Rensburg Sheppards is a major investment management company with a local office in Manchester that offers a personal service. Rensburg Sheppards has a professional, independent, and service-based culture. We aim to combine old-fashioned standards of service and courtesy with the more modern attributes of a disciplined investment process and efficient technology.
With eleven regional offices throughout the UK, and over six hundred employees we are a fairly large firm, but our investment management team is still modestly sized compared with the world\\\'s giant groupings. We believe that this enables us to give you the best of both worlds. You do not become a mere computer number in a vast amorphous organisation but at the same time you have the benefits of the resources of a major group.
The Manchester office are also keen to forge links with other local professionals from the accountany, legal, banking and financial sectors.
Area of Expertise
Private Clients
Rensburg Sheppards\' services are based on two principal strengths: a detailed knowledge of most of the financial problems faced by private investors today, and a highly experienced team of dedicated specialists who are able to give entirely unbiased advice to help solve them.
Many clients need overall financial advice which ties in with their investment requirements. This need for holistic financial advice drives our ability to provide solutions to a wide range of financial problems. A comprehensive range of services are offered on areas including:
MiFID
Discretionary Investment Management
ISAs
Cash Management
On-Line Client Management
Financial Services
Rensburg Sheppards provides independent financial planning advice to both individuals and businesses on how to best meet their financial objectives. The following areas are examples of our activity:
Financial Review
Investment for Income
Retirement Planning
Inheritance Tax Planning
Employee Benefit Services
Pensions
Rensburg Sheppards also has substantial experience of all types of pension fund management. The group is involved in managing company schemes, Small Self-Administered Schemes (SSAS), Self Invested Personal Pensions (SIPPs) and Funded Unapproved Retirement Benefit Schemes (FURBS).
Inheritance Tax Planning
Expertise in the company area covers both defined contribution and defined benefit arrangements particularly for small to medium sized companies. We have also traditionally looked after executive pension schemes and as corollary to this, have developed a sizeable SIPPs business.
Inheritance Tax Planning
The aim of the Rensburg Sheppards Inheritance Tax Planner is to reduce a potential inheritance tax liability by holding for at least two years and then retaining, a balanced portfolio of established qualifying companies selected from the London Stock Exchange\'s Alternative Investment Market (AIM). This also gives the potential for equity related returns.