At JH&P, we know that despite all the joys that families bring, it can be complicated making decisions concerning financial planning and investments. It is for this reason that we have put so much emphasis on the personal side of our service. We spend time making sure we match you and your family with appropriate portfolio managers; people who are like-minded and who will understand your different lifestyles and needs. Typically portfolio managers form strong bonds with clients over the years, taking time to understand and manage everything in accordance with their long-term goals and any changes that might arise over time.

We also know that values and relationships can change over generations, and that ethical stipulations on investments, or other complex family matters, are dealt with genuine care and sensitivity.

To us, ensuring, a long-term relationship is just as important as producing an excellent return.