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In conjunction with you, we can offer your clients professional investment management services. The accounting profession has been pretty much excluded from main stream financial services, but not any more!

Our Managed Discretionary Accounts extend your business beyond accounting services and tax advice, and make you a key player in the investment affairs of your clients while generating extra revenue for your business. Conversely, unit trust and managed investment scheme investments do nothing for your business revenue. Our managed discretionary accounts rely upon the input of accounting and audit services. Both are complementary to your business.


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