Financial Services

Financial Services - Effective Financial Services with Results

At NORTON FINANCE GROUP LIMITED, we provide a comprehensive range of formal reports as well as "one-off" statements on request. Regular reports include:

Regular Valuations & Individual Reviews
Profit & Loss Forecasts
Loan Statements
Consolidated Bargain Reports (or Individual Contract Notes)
Independent Company Reports & Interest Reports

We do not handle any money for or on behalf of any investors and companies. Our core loans are for informational and advice purposes.

What We Offer the Professional Advisor

High net worth clients demand an integrated service. NORTON FINANCE GROUP LIMITED usually works in partnership with other professionals (solicitors, accountants, and IFAs) to provide our customary level of project investment services as part of a cohesive overall financial template.

We work closely with other professionals and incorporate their particular administrative requirements. We can provide a cost-effective equivalent of an in-house investment department and are happy to do so without directly contacting their clients if necessary.

What We Offer the Private Client

Private wealth takes many forms. We will tailor our assistance to meet your individual investment requirements. Our range of private client services includes:

Personal Investment Portfolios
Trusts
Private Placements
Real Estate Investment Bonds
International Equities

Offshore portfolio management is normally on a discretionary basis. This includes a comprehensive range of investment services including:

High Yield Property Bonds
Proprietary Services
Portfolio & Risk Management

Investment Managers Working Directly with You

Unlike many investment managers, we do not involve ourselves with wider personal financial matters such as life assurance, pensions, and other issues that might otherwise interfere with our primary activity.

NORTON FINANCE GROUP LIMITED manages all client portfolios with a combination of fundamental quantitative valuation and disciplined risk control. The firm's investment philosophy favors fundamentally underpriced stocks that also feature attractive growth prospects and broad analyst support.

We also further evaluate stocks based on their response to measurable market themes. We reduce active risk by remaining fully invested, industry neutral, and well diversified. The firm's sustained competitive edge comes from our unwavering commitment to research excellence.

NORTON FINANCE GROUP LIMITED has a strong compliance culture and can assist with investment management in an appropriately regulated manner. Our team specializes exclusively in providing investment portfolio management. We are also independent and therefore have no potential conflicts of interest either with other professional advisers or in the investment products that we use. One of the cornerstones on which we have built our business is that we do not interfere in other areas of financial planning.

Disclaimer

All documents must be notarized, legalized, and certified by both parties. We are working with the top 25 banks in the world, and accept a bank guarantee from these companies. Clients will pay tax and insurance bonds, as well as loan and activation fees of the account which we will open for them. Clients will receive secure funds from one of these top 25 banks.

As agents and lawyers are imperative in our line of business, we have become well-known by the notary public in London, the UK government, as well as Queen Elizabeth. This ensures all client's assets and investments will continually be in the best of hands.