Investment choices

Measured, independent and informed – the investment choices we offer you will always reflect your personal circumstances, priorities and long-term ambitions.

Investing to grow and protect your wealth

Based on your priorities and our investment knowledge, we select opportunities from a wide range of investment providers and use them to grow and protect your wealth.

An independent perspective

We are and always have been an independently owned firm, free from any group and able to focus solely on growing and preserving your wealth. This allows us to be uncompromising when it comes to choosing the best strategies to manage your wealth. With no corporate allegiance to any specific fund providers and with no in-house funds of our own, we are able to focus on putting your best interests first.

Bespoke to you

Tailored to suit your unique needs, your investment portfolio can be carefully constructed to reflect your own attitudes to risk. It can also reflect your personal passions. Drawing from a wide range of conventional and alternative asset classes, our advice and experience covers a wide range of investments, including traditional equities, bonds and property. Whatever you invest in, you can rely on us to keep you in touch and up-to-date with how your investments are performing.

I’m ready to find out more

Find out how we can help guide your wealth journey, access further information, make contact and meet us in person.

1762 from RBC Brewin Dolphin

An exclusive service for clients with complex requirements, centred around the idea that no two clients are alike.

The value of investments and any income from them can fall and you may get back less than you invested.