Discover the investment solutions we have available.
Our Discretionary Portfolio Service (DPS) is for individuals wishing to invest more than £200,000.
Our Managed Portfolio Service (MPS) is for individuals wishing to invest more than £25,000.
Our fund range offers the highest quality service at an accessible entry level, with investments starting at £1,000.
Our Alternative Investment Market (AIM) Strategy is for individuals wishing to invest more than £100,000.
We encourage our clients to take a long-term approach to investing but also understand that you may want to retain cash for a rainy day, a future project or simply for ease of access.
We manage bespoke portfolios that are tailored to your individual preferences, based on our ever-growing understanding of your investment goals and aspirations.
Our reputation as a wealth management company has been built over 250 years thanks to exemplary personal service and our drive to build and preserve the wealth of clients.
Meet our team of specialists who are here to help.
Our vision is to be our clients’ most trusted partner – passionate about helping them achieve their investment management goals – which means being responsible in all our daily decisions and actions.
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We discussed the challenges women face throughout their lives and the impact that has on the way in which we need to approach female financial planning to help them overcome investment barriers.
The panel discussed how the lack of financial knowledge and complex investment solutions are just some of the examples as to why women are not engaging with the financial industry.
Speaking at the third edition of our Advising Female Clients webinar series on ESG investing, Gemma Woodward, Director of Responsible Investing, highlights how public momentum is driving these ethical considerations.
We explored the best ways for women to save for their pension early on in life as well as helping women make informed decisions about how they can achieve the retirement they are looking for.
This webinar explored why it is important that when advising families trusted advisers consider not only the individual’s needs and requirements, but also the wider circumstances of those involved.
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