Our Services

Investors today are presented with far more investment choices than were available 10-15 years ago. A whole host of asset classes and investment vehicles that seemed far-fetched a decade ago are now accessible to the small investor. But with these newfound choices come an equal number of pitfalls that have the potential to cost those with insufficient knowledge and experience dearly. Indeed, the markets possess delights to sate desires both subtle and gross, but they are not for the meek or the ill-prepared.

Time and time again, Ba-Ltd have been proven correct in our assertion that only the presence of a professional – one armed with the time, the training and, of course, the judgment necessary –  can give the layman and, of course, his capital, the best chance of securing great profits.

There is a new paradigm in play. Wealth is being redistributed in a manner not seen since the industrial revolution. The decisions you take today with regard to your capital are likely to be more impactful upon your wealth tomorrow so it really does pay to get them right.

Ba-Ltd offer far more than the dispensation of our sage advice and a pen to sign the product forms. We offer a superior level of service that has transparency, honesty and integrity stamped all over it. These qualities arise out of our passion for openness and to make absolutely sure that you are satisfied in your dealings with us at every stage, we make the following commitments:

• You receive our complete attention and benefit from our experience
• The expertise of our in-house resources and the honed skills of our network of professionals will always be at your disposal.
• A Ba-Ltd portfolio will never be an encumbrance or a burden. It will be designed with care and will be flexible so that it can work with you rather than hinder you progress through life.
• We will continually monitor your portfolio’s performance to ensure that it remains within the boundaries of your attitude to investment risk.
• We will collaborate with you and help you to make the correct decisions about your money but we will never forget that it is your money and you, ultimately, have the final decision-making authority.
• We will schedule regular progress meetings or tele-conferences a minimum of once every three months for the first two years of our relationship. After that, we will aim to meet with you at intervals that you decide are most convenient to you.
• You will receive a response to questions regarding your financial situation usually within 24 hours, but in most cases much sooner.
• We hold responsibility and accountability in the highest regard, and will exercise the highest professional ethics when building and managing our clients' portfolios.