INVESTOR TYPE Online Portfolio
Contact Offices

Leicester Office

Provincial House
37 New Walk
Leicester
LE1 6TU

Tel: +44 (0) 116 249 3000

Fax: + 44 (0) 116 247 1555

Our investment managers are all qualified to QCF level 6 and are able to use their extensive skills and experience to create the best possible investment solutions for our clients, creating strong and long lasting relationships.

Alongside the personal service we offer our clients, we’re proud of our active work within the local community.

With offices in London and across the UK, as well as Jersey, Dublin and a representative office in Dubai, we are able to offer easy access to our services wherever you are based.

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