About Us

We provide a complete financial planning and investment service to professionals, business owners, retirees and other high-net-worth individuals and multi-asset investment management to financial advisers, trustees, consultants, family offices and charities. Central to both propositions is our award-winning, institutional-quality investment capability.

Our Story

About What We Do & How We Got Here

You may be looking for the best way to achieve financial security for you and your family. Perhaps you’ve already built up your investments, and want them to be looked after by professionals. Or you might be seeking ways to consolidate different pensions or maximise your retirement income, while considering how to provide for the next generation.

Whatever your requirements, we’d be delighted to help. With an emphasis on service and excellence and a national presence, we offer a complete range of solutions via our experienced team of financial planners and investment professionals. With over 40 years’ experience of helping clients to manage their wealth, you can trust us to support you at every stage of your journey.

At the heart of our service is our investment expertise. Every investor, irrespective of the amount they invest, benefits from the same rigorous, disciplined, institutional-quality approach. We never forget whose money it is, and are always focused on giving you what you want – whether that’s growing capital, generating income or planning for the next generation.

For investors with £10,000 or more, our investment funds offer a broad range of solutions, whether you’re investing for income or growth