• Andy Cumming

    A year into the role, our Head of Wealth Management speaks to Citywire Wealth about how we give power to regional offices and support our advisers locally.

    Read the article replicated in our news section

  • Spring 2015

    Investor Insight

    Our quarterly publication providing a detailed look into our market outlook and investment strategy.

    Open the guide

  • Family Business Road Trip

    We are helping to put great British businesses on the map and welcome you to join us.

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Employee benefits and
financial education

Solutions for UK businesses

We can deliver tailored pension and employee benefits solutions to meet your specific objectives and legislative demands.

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Self-Directed service
for online investing

Your control, our support

Invest online in our own range of Close funds or other investments from across the market, with access to our expert research.

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Financial planning
and advice

Working towards your goals

No matter how unique or complex your financial requirements are, we will work to understand them and help you achieve your goals.

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Bespoke investment

A truly tailored service

Providing you with an investment strategy through discretionary portfolios run by dedicated investment professionals.

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