Investment Management

Our clients are busy professionals, entrepreneurs, families, people in retirement and those just starting out in life.

They are charities, large and small. We work in partnership with financial advisers and with accountants, solicitors and our clients’ other professional advisers as well.

No two clients are the same. Each has different priorities. What they all have in common is that they want to take care of the future. And they’d like their money to be managed by someone who’ll care for it as much as they do.

Investment management

If you would prefer not to spend your time managing your money, we will do it for you. This service is known as discretionary investment management.

Your investment manager will take care of everything. You do not have to make decisions on where to invest or worry about when to buy and sell. Your manager will use their professional knowledge and experience to invest your money in an individual portfolio of investments, all carefully chosen to match your objectives, and manage it day to day.

Even though we are managing it for you, we never forget that it is your money. You can speak to your investment manager whenever you have questions or want to talk about your portfolio.

Contact us to discuss this service or use the buttons below to read further

Your portfolio

Find out how we work directly for you

Your Portfolio

Pension Investments

Find out how a SIPP and our management could allow you to get control of your pension

Pension Investments


Find out more abut how ISAs will save you tax and help you save for the long term