Your complete investment solution

As an adviser, you face many challenges. Stricter regulation, wider investment choice and fast-moving markets make managing your clients’ portfolios difficult and time-consuming.

Outsourcing your investment needs can help to achieve better performance at lower risk, while allowing you to focus on financial advice and wealth planning.

We offer you:

  • A proven track record
  • An exceptionally wide choice of products and capabilities, to meet a range of client needs
  • The strength and stability of a FTSE 250 company
  • A prudent, conservative approach to managing money

At the heart of our service is our investment expertise. Each client, irrespective of the amount they invest, benefits from the same rigorous, disciplined, institutional-quality approach. We never forget whose money it is, and are always focused on giving clients what they want – whether that’s growing capital, generating income or planning for the next generation.

Benefits for you

Comprehensive and flexible investment solutions, from managed funds to bespoke portfolios

Independent due diligence on our solutions, processes and solutions

Your relationship with your client is totally ring-fenced

Exceptional personal service, with a single point of contact for all your needs as well as a team based across the UK

Benefits for your clients

Professional, full-time portfolio management

Access to all major asset classes

Transparent charges and competitive fee structure

Choice of direct investments, active funds and passive

Award-winning reports and updates

Adding value through independent insight

We have created risk models with the assistance of Moody’s Analytics data - a leader in asset class forecasting. This enables us to:

  • Identify the optimum mix of asset classes
  • Match client needs with risks more precisely
  • Achieve greater clarity over risk and return expectations

Our solutions are available through offshore bonds, wrappers, SIPPs and ISAs, across a wide range of platforms.

We measure success not just by investment performance, but by how happy your clients are. We will always strive to exceed your expectations.

Can we help?

If you would like to speak to someone directly or have any questions, please give us a call on:

01606 810325

Or alternatively, use our online contact form and one of our team will be in touch.

Arrange a call back

More information

In this section

Investment philosophy and process

An insight into our investment philosophy, framework, resources and capabilities.

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Ratings and recognition

Information about our recent awards, ratings and reviews.

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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.