Investor Insight
Autumn 2018

The latest quarterly market commentary is now available. After a slow and hard-won recovery from the global financial crisis, the economy today is in robust shape. Download to read more or watch the video.

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Spring Statement 2018

Read our summary of the highlights of the Chancellor's latest statement.

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Complete financial planning and investment service

What do you really want from your finances?

You may be looking for the best way to achieve financial security for you and your family. Perhaps you’ve already built up your investments, and want them to be looked after by professionals. Or you might be seeking ways to consolidate different pensions or maximise your retirement income, while considering how to provide for the next generation.

Whatever your requirements, we'd be delighted to help. With an emphasis on service and excellence and a national presence, we offer a complete range of solutions via our experienced team of financial planners and investment professionals. With over 40 years’ experience of helping clients to manage their wealth, you can trust us to support you at every stage of your journey.

Remember, all investments carry risk. The value of your investments can go up and down and you may get back less than invested.
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Retirement planning

We can help you build the wealth you need to achieve financial independence in later life – and maximise your income in retirement.

Protecting your family

Can you put a value on peace of mind? We can show you the best way to protect your income, your family and your business if the unexpected happens.

Intelligent Retirement®

Demand for more sophisticated solutions has moved the focus away from pension funds, towards an integrated approach.

Investment planning

From managed funds to bespoke, personalised portfolios, our experts will create the right solutions for you.

Estate planning

Without adequate inheritance tax (IHT) planning, your loved ones could be left with a high tax bill. We work with you to advise the planning options and reliefs available, so that your estate is distributed according to your wishes.


We can advise on the best way to own your family home, or build a property portfolio.

Investment management

At the heart of our service is our investment expertise. Every investor, 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 you what you want, within your appetite for risk – whether that’s growing capital, generating income or planning for the next generation.
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Explore our range of investment solutions

From the discretionary fund range, to bespoke investment management, we offer a range of solutions to help you meet your investment objectives.

Close Discretionary Funds

For investors with £1,000 or more, our investment funds offer a broad range of solutions, whether you’re investing for income or growth.

Managed Portfolio Service

Looking to invest £30,000 or more? Our Managed Portfolio Service gives you a choice of portfolios that invest in best-in-class funds from some of the world’s leading names.

Discretionary Management Service

If you have £100,000 or more to invest, the Discretionary Management Service (DMS) offers you the best ideas from our entire investment team across a range of different risk and income profiles. 

Discretionary Management Service - Bespoke service 

Our DMS-Bespoke service is suitable for investors with in excess of £1 million to invest who are looking for a higher degree of customisation and direct access to a portfolio manager.

Close Inheritance Tax Service

For investments of more than £50,000. In the 2015/16 tax year, more than £4.6 billion was paid in Inheritance Tax (IHT). With a little forethought, much of this money could have been left to beneficiaries instead.
Tax benefits depend on individual circumstances and rules are subject to change.

Self-Directed service

If you don't need advice, are happy taking responsibility for your own investment decisions, you understand the risks investing brings and you're ready to invest, we’re here to make it easy.

You may be focused on accumulating wealth, or generating income; investing for your own, or your family’s future. Whatever your objectives, our Self-Directed service is designed to help you achieve your goals, with solutions to suit everyone at each stage of their life. 
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The investment account, built by you

Our investment accounts let you invest in stocks and shares, gilts, managed funds and Exchange Traded Funds (ETFs), so you can create an investment portfolio that’s exactly right for you.

You can open as many accounts as you want, depending on what you’re investing for: school or university fees, a special event, or planning for retirement. Each account can hold your ideal combination of investments that we have available.

Invest for your retirement, your way

A SIPP (Self-Invested Personal Pension) lets you take control of your retirement planning. It gives you greater freedom to choose the investments you believe are right for you. You can also change your investments at any time.

SIPPs allow you to save for retirement tax-efficiently, while offering you a much wider range of investments than a traditional pension scheme. They are ideal for people who feel comfortable making their own investment decisions, and want more flexibility in how they save for their retirement.

Looking for dependable returns?

If you would like a more predictable, regular return on your investment, we have a range of gilts and cash deposits available for you.

These investments can help provide you with extra income, or complement an equity portfolio by adding steadier returns and lowering volatility.

Make the most of your ISA

A Stocks & Shares ISA (Individual Savings Account) is a straightforward, flexible way to invest that lets you benefit from potential stock market growth, completely free of income tax or capital gains tax. You don’t even need to mention ISAs on your tax return.
Tax benefits depend on individual circumstances and rules are subject to change.

Investing in funds

Investment funds offer many benefits – a wide choice of investments, a broad spread of risk and full-time, professional management. You can invest for income, growth, or a blend of both.

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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 results 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.