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About Us

The difference with Balmoral is tangible. We do not allow our clients' portfolios to simply tick over. We distinguish ourselves by the level of monitoring and action that takes place.

Our clients often find their financial affairs to be time-consuming and complex and feel a sense of relief at being able to confidently delegate the task to our capable hands.

Balmoral is renowned for its expert and detailed knowledge of investments, tax planning and pensions.  We use our expertise to provide opportunities to achieve growth and to effect savings by ensuring that no unnecessary tax is paid.