We’ve never been about product sales, and we never will be. We’re about being a trusted partner.

Present partners Andrew Gwynne and Douglas Croft formed the firm in Leeds more than 38 years ago to offer a fee-based investment and wealth management service in a profession that was otherwise focused on product sales.

We have strived to keep as much of our clients wealth under our own control, using as few product providers/products as necessary, and maintaining the responsibility of investment research and strategy for client portfolios in-house on a discretionary basis.

Ultimately, the firm has always been, and always will be, about offering reliable, financially beneficial advice to clients on an individual basis, working closely with them and their heirs.