We provide a range of services to help our clients shape their financial futures, by protecting, growing and managing their money.
What we do
Whether they have simple investment requirements and are seeking a readymade portfolio, or have more complex needs and need expert financial planning, we have a solution for them.
We serve clients directly through our office network and online platforms, and indirectly via our relationships with intermediaries. It means clients can access our services in a way that suits them.
Our propositions for direct clients have been designed to be relevant to someone’s needs at any point of their life. That could mean helping them invest for a first deposit on a house, shaping their protection arrangements when they have children, advising and managing a SIPP at retirement, or opening and Junior ISA on behalf of a child or grandchild; we can work with them at any or all of those points. The trusted relationships we built over time mean we are able to support our clients thought life’s journey.
Our ready-made investing service for people who may be new to investing, or are looking to give children or grandchildren a good start in life.
An exclusive service for people with established wealth whose complex needs require expert advice.
Our core service, designed to help you make the most of what you have already built.
Bespoke investment services through independent financial advisers
Designed and managed investment portfolios
Designed and managed investment funds
Licensed investment expertise for intermediary businesses