Blyth Richmond

Blyth Richmond Ltd is a private client investment management firm based in Cropston, Leicestershire. With a history that spans over three decades, our firm has been dedicated to providing exceptional investment management services to our clients, helping them to achieve their financial goals with a proven track record of success. Our team of experienced professionals is committed to delivering expert advice and tailored investment solutions to suit individual client needs.

At Blyth Richmond Ltd, we prioritise capital preservation, income, and capital growth, offering access to a comprehensive range of investment opportunities. Our clients have the flexibility to hold their investments directly, through our panel of stockbrokers' nominee facility, or in Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs). Our focus is always on delivering the best possible outcomes for our clients.

Our Services

We take great pride in offering a complete suite of investment management services at Blyth Richmond Ltd, tailored to meet the unique needs of our clients. Here is a brief overview of the services that we provide:

• Private Client Investment Management: We specialise in providing personalised investment management services to private clients, with the aim of safeguarding their capital, delivering regular income, and growing their wealth over time.
• Access to a Range of Investment Opportunities: Our clients have access to a wide range of investment opportunities, allowing them to prioritise capital preservation, income, or capital growth. We work closely with our clients to find the right investments that fit their risk appetite and financial goals.
• ISA Transfers between Spouses: We can help clients transfer ISAs between spouses, preserving tax benefits and ensuring their investments work harder for them.
• Interest Rates and Investment Strategies: With interest rates remaining low for the foreseeable future, we help clients navigate the investment landscape by offering insights and guidance on various investment strategies.
• Inheritance Schemes and Business Property Relief: We offer inheritance schemes utilising Business Property Relief, which are proving popular with older clients and their families. These schemes are carefully crafted to minimise inheritance tax liabilities.
• Smaller Companies Income Funds: Our analysis shows that smaller companies have outperformed larger companies over the past ten years. We offer smaller-companies income funds to help clients take advantage of this trend.
• Proactive Estate Settlement: We understand the importance of settling a family's estate promptly and efficiently. Our team carefully considers all available options, ensuring that beneficiaries have access to the best possible solutions.
• Investment Risk Assessment: Although higher yields typically imply higher risks, we believe that sometimes conventional wisdom should be challenged. We continuously evaluate each investment opportunity, taking calculated risks where appropriate.

Blyth Richmond Ltd is authorised and regulated by the Financial Conduct Authority, with the firm reference number 973495. We are registered in England with company number 13907402, and our VAT registration number is GB 424 3293 68. Our commitment is to provide superior investment management services that deliver results for our clients.