When it comes to investing, we’re a little bit different.

As an independent, family and staff owned business, we understand the importance of a personalised approach.

For over 35 years, we have provided investment services through a trusted network of professional financial advisers. Our core portfolios aim to deliver inflation-linked returns, via bespoke, discretionary or MPS depending on your clients’ needs. We also offer an outstanding AIM portfolio service for inheritance tax planning.

Managing investments takes considerable time and expertise. By partnering with us, we can use our expertise to enable you to focus on your clients’ financial planning needs.