MANAGED TRADING ACCOUNT

A Managed Trading Account is the perfect way to take part in the exciting world of commodity, currency and CFD trading.

Utilise the skills and experience of our full-time, professional traders.

FINANCIAL PLANNING

Sleep comfortably knowing that you have a structured and personalised plan to achieve your life goals.

We have built up a large network of established professional trustees, insurance companies, investment managers and discretionary fund managers to look after your investment portfolio.

This allows our clients to invest into low cost ETF's (such as those of BlackRock iShares and Vanguard) or more boutique alternative investment options.

Every client is different and as such our advice is tailored to your situation, needs and goals.  Taking control of your financial future is as simple as organising a meeting with our experienced consultants..

RETIREMENT

Planning for retirement has always been an important objective for all our clients. However, with increasingly volatile levels of inflation and ever-changing rules for government pension schemes the need for effective planning has never been greater.

No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.

Lorne Captial will guide you along the path to - and through - retirement. No matter where you are in life, our strategic relationships will give you access to the best tools and services that will ensure you are fully prepared for your retirement.

EDUCATION

When it comes to education planning we strongly believe that the greatest gift a parent can give their child is a good education which is a significant head start in life. That is why planning for your children's future university fees is an integral part of any parent's financial planning objectives.

Our flexible, tax efficient investment options, allow investors to escape from the expensive, traditional insurance based plans and access sophisticated saving instruments giving you peace of mind that your child will get the best start possible to their adult life.

Estate and Succession Planning

Many great businesses have failed due to poor succession planning.  Furthermore, many families are struck with in-fighting and dilemmas when someone dies and does not adequately specify who is entitled to what, from their personal assets.  

Dealing with banks and/or transferring assets can be a nightmare when there is no will or testament left behind.  

These issues can be easily avoided through estate and succession planning.  It should not be left until tomorrow, if you do not have this in place now it should be a priority.

PROTECTION - INSURANCES

Unfortunately, many people do not realize the importance of having life insurance until it is too late.

If your loved ones depend on your financial support, then life insurance is a must. This is especially important for parents of young children or couples who's partner will find it difficult if they no longer have the source of income provided by their partner.

The peace of mind that life insurance brings means that it is an important part of effective financial planning. Knowing that the credit cards or mortgage will be taken care of or the future education of your children means that without a doubt having life insurance coverage will bring a feeling of security for you and your family.