The unusual span of our in-house professional services, a remarkably well qualified team and extraordinary service add up to a very different way of helping to protect, grow and conserve our clients’ financial assets.

More scope

We provide both astute investment management and comprehensive financial advice and planning, ensuring that nothing is left out of the equation or to chance. The rare breadth and depth of our services means that we address all the gaps left by single service providers, giving you the best possible prospects for an improved financial position and better investment returns.

From wise selection of investment products and proactive investment management to careful tax, estate and future needs planning and implementation, we’ll help you gain the most, save the most and make the most of everything you have worked hard for.

£30.3m

Funds under management 1991

£350m

Funds under management 2017

More expertise

We’re as particular about our team as we are about our services. All advisers hold high-level academic and industry qualifications, with our expertise and considerable experience spanning all of our services.

Alongside individual qualifications, we are accredited Chartered Financial Planners. This gold standard company accreditation gives you complete assurance that our services and practices are always first class.

More care

Our promise of outstanding and very personal service is one that we have kept without fail since the day we started the company.

We are a good-natured team and go out of our way to provide exceptional care and support. Relationships are with the same adviser – one of our three co-directors – so that you always speak to someone you know, we base every recommendation and action on your individual needs and preferences, and we keep communication very clear and straightforward.

For more information about us, download our brochures here

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We are thrilled to have won a Gold award at the Portfolio Adviser magazine Wealth Manager Awards 2017, which recognise top performance outcomes based on investment choices. With all of our portfolios performing extremely well, our Aggressive Portfolio – our high risk, high reward proposition – was singled out for its excellence
Wealth Manager GOLD AWARD