What we do

Since 1979 we have specialised in building personal long-term relationships with private clients, combining purely fee-based, independent-minded, discretionary investment portfolio management, within the best solutions for you after a detailed financial review.

Our key areas of work include:

  • Discretionary portfolio management; whole of market research
  • Reviewing personal pensions and consolidating into a Self-Invested Personal Pension (SIPP)
  • Reviewing final salary pensions
  • ISAs – setting up, consolidating, managing
  • Trust management; working with Trustees
  • Inheritance Tax mitigation
  • Care Fees planning
  • Sourcing Venture Capital Trusts (VCT) / Enterprise Investment Schemes (EIS)
For a free, no obligation chat and financial review, call us

Benefits of being a client

  • You will be a named client, welcomed into our client family, not just an account number!
  • You will have a main point of contact with us, always one of the investment managers/advisers, who will understand your circumstances and needs
  • Our whole team will get to know you
  • Regular meetings
  • Online access to our ‘clientHub’ where you can view valuation information on the portfolio we look after (see video link below for more information)
  • Invites to our events
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