Business Details
15 Years
experience
Expert Financial Advisers in Gillingham
Established in 2011 by Jeremy Le Sueur, 4 Shires Asset Management is a boutique wealth management firm dedicated to providing expert private client investment management using institutional fund management techniques. We combine good value ownership for clients through low-cost funds and direct shares and bonds with a commitment to personal service and clear communications. Our focus on clients and businesses in the South West of England positions us at the centre of the 4 ShiresDevon, Dorset, Somerset, and Wiltshirewhile serving clients across the United Kingdom. Our team brings decades of experience in global equity and bond markets, pension fund management, and institutional broking, ensuring clients benefit from institutional-quality strategies tailored to their individual needs. We prioritise capital preservation, risk management, and tax-efficient investing, offering services such as discretionary portfolio management, personal and corporate pension management, AIM portfolio services, and school fees planning.Our integrated approach combines financial planning with investment management to align clients' financial assets with their long-term goals, whether for retirement, inheritance, or family matters. With a commitment to transparency, we provide restricted advice focused on savings, investments, and pensions, ensuring clients receive tailored solutions without hidden fees. Our teams expertise, including Chartered Wealth Manager qualifications and Citywire AAA ratings, underscores our dedication to delivering value and trust. We operate from our head office in Gillingham, Dorset, serving clients with the same level of personal service regardless of portfolio size, and are authorised and regulated by the Financial Conduct Authority (FCA No: 557959).
Services
Discretionary Portfolio Management
Personal Pension Management
Corporate Pension Management
AIM Portfolio Services
School Fees Planning
Details
- Year established: 2011
Highlights and features
- We have over 20 years of experience in global equity and bond markets.
- Our team includes Chartered Wealth Managers and Citywire AAA-rated professionals.
- We offer institutional-quality investment strategies at competitive fees.
- We provide integrated financial planning with investment management.
- Our focus on tax-efficient solutions includes AIM portfolios with inheritance tax benefits.
Associations and certifications
- Financial Conduct Authority
Services
Discretionary Portfolio Management
We manage client portfolios with agreed risk structures, making buy/sell decisions and reviewing holdings at least twice yearly. Our approach includes up to 50% cash allocation during market volatility and tax-efficient strategies via stocks and shares ISAs. Minimum portfolio size is 100,000, with the same service level for all clients regardless of size.
Personal Pension Management
We offer SIPP and SSAS management, leveraging expertise from the BT Pension Scheme. Services include income drawdown, risk-adjusted portfolios, and third-party administration. Our focus is on retirement planning, ensuring compliance with regulations and tailored investment strategies for individual needs.
AIM Portfolio Services
Our AIM portfolios target established UK companies for inheritance tax mitigation (up to 100% relief after two years). We prioritise capital preservation through diversified, lower-risk AIM investments with competitive fees and no upfront charges, enhancing long-term returns.
Corporate Pension Management
We provide SSASs for company directors and group pensions for employers. Services include property investment options, compliance with auto-enrolment laws, and tailored investment management for businesses contributing over 1,000 monthly to staff pensions.
School Fees Planning
Our matrix models school fee inflation and asset growth scenarios to help parents/grandparents fund education costs. We consider multiple children, varying fee rates, and inflation-adjusted planning to ensure financial obligations are met without compromising long-term goals.
People
Jeremy Le Sueur
Managing / Investment Director
Jeremy has 20 years in finance, including roles as UK Fund Manager (Citywire AAA-rated) and Director at Hermes Fund Managers. He holds an Oxford history degree and specialises in global equity/bond markets and pension fund management.
Hassein Al-Hussein
Investment Manager
Hassein holds an Investment Advice Diploma and a Banking & International Finance degree. He focuses on pensions, trusts, and portfolio management, with experience in client research and performance monitoring.
Dick Simpson
Non Executive Director
Dick is an IT/operations expert with senior roles at TT International and Rothschilds. He holds a Cambridge Natural Sciences degree and oversees shareholder interests, combining technical expertise with fund management oversight.
Questions
What services does 4 Shires Asset Management offer?
We provide discretionary portfolio management, personal and corporate pension solutions, AIM portfolio services, and school fees planning, all tailored to individual client needs.
What is the minimum portfolio size for your services?
Our minimum portfolio size is £100,000, which can include a combination of normal portfolios and ISAs.
How do you handle pension investments?
We manage SIPPs, SSASs, and group pensions, focusing on risk-adjusted portfolios, income drawdown, and compliance with pension regulations.
Can you help with tax-efficient investing?
Yes, our AIM portfolio service offers inheritance tax mitigation of up to 100% after a two-year holding period through UK-focused investments.
Do you offer financial planning alongside investments?
Yes, we integrate financial planning with investment management to address retirement, inheritance, and family financial goals.
