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 Follow this link to view investment recommendations for unit trust investmentsUnit & Investment Trusts Follow this link to view Enterprise Investment Scheme research and EIS investment informationEnterprise Investment Schemes Follow this link to view the Allenbridge affluenza and wealth counseling serviceAffluenza & Wealth Please follow this link to find out how Allenbridge provides expert witness litigation supportLitigation Support
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Tax Shelter Accountant Contract

Qualified accountant required to provide generic and specific advice to IFAs and high net worth individuals on tax shelter products including Venture Capital Trusts, Film Partnerships and Enterprise Investment Schemes.

Advice will be given over the telephone, via written correspondence and in face-to-face meetings. Any relevant experience would be an advantage but full product training will be provided. Occasionally, the candidate may also be required to assist with administrative support.

The ideal candidate will need to be confident, articulate and presentable and have a friendly but professional manner.

Initial contract will be for a period of six months.

Please send your CV with covering letter to Wayne Smith, Operations and Information Manager, 17 Hill Street, Mayfair, London, W1J 5NZ. Alternatively you can email your CV to wayne.smith@allenbridge.co.uk. Agencies need not apply.

We would like to hear from you

Allenbridge offer two main services; on the retail side we provide independent, impartial advice on a range of Private Client Services, including fund manager reserach and appraisal. For institutional investors we offer a global Hedge Fund rating and research service

The company was established in 1985 to provide a performance measurement and fund management selection service for the wealth management industry. We have 30 staff, which includes five actuaries and three PhDs and we also have a psychologist to assist with wealth management issues, i.e. Affluenza. We currently manage 30,000 clients from our offices in Mayfair.

Services provided:

  • Discretionary Investment Management Service
  • Wealth Management
  • PEPs and ISAs
  • Unit and Investment Trusts
  • investment Monitoring Service
  • Hedge Fund Research
  • Tax Shelter Research
  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Film Partnerships
  • Affluenza counseling
  • Have you got what it takes to join a winning team?

    We regularly look to hire new colleagues so if you are a graduate with a keen interest in what we do, then please forward your CV to us.

    We also would like to hear from you if you are a fully qualified adviser who is looking for their next challenge.