What we do
Our business was formed in 1979 and it remains focused on developing close relationships with private clients, often extending over many generations, their trusts and pension funds.
We specialise in providing purely fee-based, bespoke, discretionary investment management, but this is typically applied through a multitude of financial planning services, which include:
- Pensions & pension plan consolidation
- ISAs & ISA consolidation
- Trust management
- Inheritance Tax mitigation
Although we use sophisticated research systems and investment techniques, we are happy to talk to our clients as individuals rather than rely on technology.Find out more
Focused on developing personal relationships with clients.