Our Services

We have a broad range of wealth management services including discretionary and advisory portfolio management, stockbroking and independent wealth planning. We also have a range of in-house funds. You can read more about these services using the left-hand side navigation menu on this page. 

Whichever service(s) you decide to use, you will have a dedicated Investment Manager who will personally look after you and manage your wealth on a day-to-day basis. Our approach is fully flexible and consultative, as every client is different. 

Your Investment Manager will take the time to understand your needs and financial goals. By talking you through the options available in a clear and comprehensive way, together we will design the best wealth management solution to suit you. Your Investment Manager will then build and manage your portfolio keeping you infromed at every step.

While investment performance is key to a long-term and successful relationship, our job is to support you by making the management of your wealth as straightforward as possible.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.

Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.