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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
  • 10
    Offices across
    the UK
  • 80+
    Investment
    professionals
  • £11.7bn
    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 2019

News and insights

View all news and insights
Investor insight

Investor Insight - Summer 2020 video update

  • Investment Insight
  • 6 minute watch

Tony Whincup, Investment Specialist, speaks with Robert Alster, Head of Investment Services, for his insight on current market conditions in light of COVID-19 and what the road to recovery may look like.

Watch the video
A guide to pension allowances

A guide to pension allowances

  • Financial planning
  • 5 minute read

In this guide, we look at the different pension allowances that exist, and highlight a few strategies that could help you manage your pension allowances more effectively.

Read the article
Weekly update

When 2m becomes 1

  • Weekly update
  • 5 minute read

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

Read the article
Weekly update

Negative on negative rates

  • Weekly update
  • 5 minute read

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

Read the article
What gold and other alternative assets have to offer investors

What gold and other alternative assets have to offer investors

  • Investment management
  • 3 minute read

Tim West, managing director at Close Brothers, on the opportunities and risks of investing in gold.

Read the article
Weekly update

R we there yet?

  • Weekly update
  • 5 minute read

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

Read the article
Inheritance Tax planning

Inheritance Tax planning

  • Financial planning
  • 5 minute read

In this introductory article, we take a look at the basics of Inheritance Tax and briefly highlight a number of ways you can reduce your IHT bill.

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Weekly update

On the “warp” path

  • Weekly update
  • 5 minute read

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

Read the article
How is the COVID-19 pandemic impacting on the global economy?

How is the COVID-19 pandemic impacting on the global economy?

  • Investment Insight
  • 5 minute read

Will the economic reality reflect the gloomy picture painted by numerous surveys about the impact of the coronavirus?

Read the article

Investor Insight - Summer 2020

  • 02 Jul
  • Market update
  • 6 minutes

Tony Whincup, Investment Specialist, speaks with Robert Alster, Head of Investment Services, for his insight on current market conditions in light of COVID-19 and what the road to recovery may look like.

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.