We offer expert investment management, financial planning, philanthropy and education services to investment consultants, trustees, professional advisers and family offices.
You provide the highest standards of professional service and technical expertise for your clients. So it’s important to choose a wealth management partner that shares your passion for excellence.
Working with you as part of your team, our skills can complement yours to help deliver great results. We provide a truly personal service, aiming to add real value for every client. Our business is built on establishing strong relationships, and we have helped many families to manage and pass on their wealth through the generations.
Our experts can also help you in specialist areas such as research, tax planning, and regulatory and technical support.
Why choose us?
Our experience in working alongside intermediaries, helping your clients through the financial challenges they face
- Independent recognition of our financial planning and investment service from STEP, PAM and other notable industry organisations
- Specialist services including divorce, financial education for clients, pensions and retirement support
Stability and financial strength of a FTSE 250 company