The value of investments and any income from them can fall and you may get back less than you invested.
We cater not only to private individuals, but also intermediaries such as solicitors and accountants, as well as a range of charities, trusts and pension funds. We offer help with products such as ISAs, SIPPs and offshore bonds, as well as the more traditional equity investments and share portfolios managed on a discretionary basis. Financial planning expertise is also available to offer a complete investment management service to clients, which includes advice on pension selection, insurance products and tax mitigation. Whether you want to call in, telephone, email, or write, we happily deal with new and existing clients in whatever way suits you best.
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Valued by our clients
We have strong and sustained client satisfaction in both of our last annual surveys.