What we do

Our business was formed over 35 years ago and it remains focused on developing close relationships with private clients, often extending over many generations, their trusts and pension funds. We also have experience managing portfolios for charities.

We believe in providing purely fee-based advice based on a thorough detailed approach rather simply being a follower of fashion. We use sophisticated research systems and investment techniques, but we are happy to talk to our clients as individuals rather than rely on technology.

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Focused on developing personal relationships with clients.

Find us

Aquilifer House
2 Kelso Road
Leeds, West Yorkshire
LS2 9PW

Contact us

T: 0113 243 5344
F: 0113 243 3547

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