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Our experts will manage your investments in line with your goals

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Advice on saving into a pension and planning for retirement

Structuring your estate

Plan how your assets will be preserved, managed, and distributed
  • 110+
    Advisers
  • 11
    Offices across
    the UK
  • 80+
    Investment
    professionals
  • £12.6bn
    Assets under
    management*

Helping people with their financial goals at all stages of life

We are one of the UK’s largest and longest-established providers of financial advice and investment management. In the complex world of money and investing, we provide clarity and clear direction.

About us About us
In the 10+ years we have been clients, we have received nothing but excellent service from the company and our advisers.
Financial advice client Client satisfaction survey 2019

*As at 31 July 2020

News and insights

View all news and insights
Taking stock of Brexit

Taking stock of Brexit

  • Investment Insight
  • 6 minute read

After four years of political wrangling and negotiations, the UK is beginning life outside the EU. UK and EU negotiators succeeded in agreeing the terms of a future relationship in the Trade and Cooperation Agreement.

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Weekly update

One for the money, two for the show

  • Weekly update
  • 5 minute read

Here's the latest weekly update from our investment team.

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Do I need a financial adviser? Seven reasons you may need advice

  • Financial planning
  • 4 minute read

With the rise of financial blogs and robo-advisers, it can be tempting to try to manage your finances on your own. However, there comes a time when seeking advice from an experienced financial adviser is a sensible idea. 

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Mind over matter: Processing financial decisions

  • Investment management
  • 5 minute read

The ways in which our brains process financial decisions can affect investment outcomes – not always for the better.

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Now or later? Genetics and long-term finances

  • Investment management
  • 5 minute read

Genetics help to explain why some people find it easier than others to save and invest for the long term.

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Weekly update

Vac-cine but not yet heard (immunity)

  • Market update
  • 5 minute read

Here's the latest weekly update from our investment team.

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Tax-efficient investments for higher-rate taxpayers

  • Financial planning
  • 4 minute read

Here’s a look at several tax-efficient investment strategies that can help those on higher incomes reduce their tax liabilities significantly

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Behavioural finance and rational thinking

  • Investment management
  • 5 minute read

Training, research, and robust processes help to guard against emotional errors and facilitate better investment decision-making.

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Coronavirus vaccine developments

Coronavirus vaccine developments

  • Investment Insight
  • 5 minute read

The UK became the first country to approve and administer the vaccine which drug company Pfizer has developed with BioNtech. What happens next and what does this mean for the economy?

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Sustainable Funds: helping you get started

  • 03 Nov
  • Market update
  • 6 minutes

How can you help create a more sustainable future for the world, while investing for your own future?

Watch video

For more information or to arrange a consultation please get in touch.

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.