INVESTOR TYPE Online Portfolio
Contact Offices

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Belfast Office

Montgomery House
29-33 Montgomery Street
Belfast
BT1 4NX

Tel: +44 (0) 28 9026 1150

Fax: +44 (0) 28 9024 5602

Office information

Our locally-based team have extensive investment management experience and aim to provide a transparent and open service to our clients, drawing from our local knowledge.

We’ve been operating since 2008 and have achieved excellent growth in our assets under management over the last seven years.

Our services

Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management. Our services include:

  • Discretionary Portfolio Service
  • Managed Portfolio Service
  • Managed Portfolio Service on Third-party Platforms
  • Multi Asset Funds
  • Advice and Dealing