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

Further Thinking

We also take the time to explore certain issues in greater depth - knowledge that enables us to do even more to protect our clients' interests. Read our insight articles on the latest personal finance and investment issues, as well as analysis of the latest macro-economic events by our research team.

Financial Planning

Should I invest in an equity ISA or a cash ISA?

23 . 01 . 2019

Making use of your annual £20,000 ISA allowance is one of the bedrocks of sound financial planning. ISAs can be a highly effective savings tool. They allow your money to grow tax efficiently – you ......

Financial Planning

How to get started with estate planning

05 . 12 . 2018

As a nation we remain buttoned-up when it comes to talking about inheritance. Yet in many cases, it's inadvisable to automatically assume that you don't need estate planning. Almost half of familie......


Family Wealth Report 2018

14 . 11 . 2018

Wealth is a way to achieve your goals and realise your dreams. Our Family Wealth Report reveals the values, goals and aspirations that surround wealth in 2018.


Valued by our clients

With 30 offices across the UK, Channel Islands and Ireland we combine the best of local understanding with national scale and perspective.