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 use secure messaging and document storage, view valuation information on the portfolio we look after, plus you can add on other accounts and assets you own, to give you a broader overall picture of your wealth
  • Invites to our events