Financial Solutions

WAY's rapid rise to industry recognition is the result of innovative product offerings; risk-graded portfolio style funds that investors can understand; excellent fund performance courtesy of WAY Investment Managers Limited, North Investment Partners Limited, Charteris Treasury Portfolio Managers Limited, Hasley Investment Management LLP, Wessex Asset Management Limited and Vestra Wealth LLP; financial strategies designed to assist investors with real income and/or tax challenges; and, very specifically, our emergence as a leading provider of Inheritance Tax mitigation solutions.

We would like to introduce you to the various aspects of WAY which make us potentially important to you and to your clients:

• Can we make your life and that of your clients both easier and more financially effective? YES.
• Are our portfolios and strategies simple to understand but sophisticated in operation? YES.
• Do we provide exemplary after-sales care to you and to your client? YES.
• Do we provide clients with long term support on administrative issues? YES.
• Do we insist that you receive fair and proper initial and ongoing remuneration for your advice, stewardship and effort? YES.

The WAY Portfolios have been established to provide investors with cost effective access to the world's stockmarkets.

• Using ISAs
• Trustee Investment
• Inheritance Tax Mitigation
• Self Investment Pensions
• Pension Income Drawdown and/or Phased Retirement