A service built around you

We provide a complete financial planning and investment service to professionals, business owners, retirees and other high-net-worth individuals and multi-asset investment management to financial advisers, trustees, consultants, family offices and charities.

How can we help?

Our people directory provides contact details of all our investment managers and financial advisers.

How can we help?

For individuals needing help and advice on a specific financial decision, or support building a long-term financial plan to meet their goals.

How can we help?

For individuals, charities and trustees with more complex investment needs, who require a more tailored investment service, with or without a financial planner.

How can we help?

For individuals who are happy to make their own investment decisions and are looking for a low cost way to invest online, with easy access to advice if required.

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Want financial education services for your employees?

Investor Insight - Spring 2019

  • 29 Apr
  • Market update
  • 7 minutes

Nancy Curtin, Chief Investment Officer, and Robert Alster, Head of Research, summarise the output of our recent investment committee meeting.

Watch video

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

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.