Our tailored investment process is driven by our relationship with you and your needs. We are committed to building and preserving your wealth over the long-term.

We aim to meet your objectives with a robust investment process, strong performance and an exceptionally high level of personal service.

  • We pride ourselves in providing high levels of personal service and administration
  • We are well-resourced with access to the leading industry research, analysis, data and independent opinion
  • We provide the complete service – investment management (discretionary and advisory), pensions, tax planning, and inheritance tax advice
  • Our benchmark of success is delivering positive real returns for a given level of risk, within a tax efficient portfolio
  • We are experienced having been in the industry for the last 30+ years and through all the cycles and financial crises. Therefore, you can be rest assured that your investments are in good hands.
  • Our clients are High Net Worth individuals, the majority from a professional and business background, and we are therefore able to provide advice for high value and complex circumstances
  • Bespoke: We offer individually tailored portfolios for you that aim to meet not only your investment objectives and personal risk requirements, but are also established in the most tax efficient way possible
  • We have a client focused approach to investment management
  • We are an investment boutique. We have a small and experienced team who will have expert knowledge of your investments with us – there is no call centre
  • We are independent and have no in-house products
  • We believe we provide added value with nearly all of our clients coming to us by personal recommendation