Drawing upon our experience over the last 25 years jonathanfry plc have created a number of innovative services specially designed to meet the needs of our High Net Worth clients: * Comprehensive Financial Planning - working in partnership with you to create a bespoke financial strategy Investment Management - an integrated range of investment management services including: * Dynamic Cash Management - an efficient and convenient service to provide consistently competitive interest on your cash deposits * Personal Managed Portfolio - a revolutionary discretionary investment management service combining sophisticated modelling with personal service * OmniView® - our bespoke online tool to help manage your investments, assets and key documents * Family Office - designed to meet the more complex need for coordinated investment, tax and estate planning, and lifestyle management of affluent families The firm has offices in London and North Yorkshire and is a regular contributor to the press and television.
