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C.W. Steel & Co Ltd
       
 
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C.W. Steel & Co Ltd
 
 
Overview: 

Steel & Co was founded many years ago and is directly regulated by the Financial Services Authority.

Since our inception we have grown steadily, building our reputation for providing sound financial advice to individuals and to the companies which many of our clients own. We feel it is a measure of our success that many clients from our earliest days are still benefiting regularly from our advice.

Our team has grown and we currently number around 10 people.

As we are independent we are able to offer flexible solutions to suit all clients.

Our advisers build long-term relationships with their clients based on trust, accessibility and integrity; and by making the process as simple as possible.

nder the mattress or on the roulette table? Leaving assets to lie fallow is as foolish as squandering them, with none of the fun. Increasingly, people are realising the necessity of taking positive action to ward off the adverse effects of tax restrictions, the spectre of inflation, unstable markets and other drains on resources. Many clients come to us seeking constructive advice on preserving wealth for the next generation, escaping the cash-poor/asset-rich trap or managing a basket of assets that might range from inherited wealth to pension funds, property to share portfolios.

Our strategy is to invest our clients funds with an improved asset allocation through diligent investment selection after careful research.

One of our strategies has been to develop with our associated companies private equity funds that offer an opportunity to invest in medium- to long-term businesses with the likelyhood for very satisfactory returns.
History: 

Steel & Co have been operating independently in the Eastbourne area for many years, however with there becoming part of the PFM Group Ltd they are now looking to expand on the level and sophistication of services that they can offer to new and existing clients, whilst taking advantage of PFM Group Ltd's greater presence in Geneva, London and Chepstow.


 
 
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