Personal Investment planning Accumulating wealth is generally only achieved after much personal effort. The correct advice on how to structure investments to achieve desired objectives on a tax efficient basis and in line with an agreed risk profile is essential. There is an ever increasing demand for investment and financial planning advice and we have a wealth of experience in this area. EFG Ashby London do not undertake any discretionary investment management but are able to recommend and structure a portfolio of investment vehicles to suit each individual's requirements. This may include a managed portfolio of equities or for smaller capital sums, unit and investment trusts may well be more appropriate. We work very closely with will proven investment managers including a number of leading stockbrokers and merchant banks. This is supported by our own research department and the latest information technology.