Company description

As an independent, family and staff owned business, we understand the importance of a personalised approach.

For more than 30 years, we have been providing investment services to clients and their families - either directly, or through a trusted network of professional financial advisers.

Our goal is to preserve and increase investors’ wealth, all while carefully managing risk and avoiding permanent loss of capital.

 

---

Services available

Our award-winning Managed Portfolio Service (MPS) covers a range of performance targets depending on clients’ goals - from our core ‘inflation-plus’ portfolios for those who want consistent growth over the investment cycle, to our growth solutions for those with a higher attitude to risk.  All available at a low all-inclusive fee of 0.25%

Our Bespoke Portfolio Service incorporates your client’s specific needs, objectives and tax considerations in an appropriate investment strategy, giving you the greatest confidence in generating the returns needed to deliver your client’s financial plans. Designed for clients with at least £250,000 to invest.

Our AIM Portfolio Service offers the opportunity to invest in a managed portfolio that we believe will qualify for Business Relief, meaning the portfolio should be free from inheritance tax (after two years). Minimum investment of £100,000