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Our financial expertise leaves you to enjoy the things that really matter.

We believe in walking the walk, not just talking the talk. So we invest our own money in exactly the same funds as our clients, playing the long game, and giving market trends a wide berth.

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We believe in walking the walk, not just talking the talk. So we invest our own money in exactly the same funds as our clients, playing the long game, and giving market trends a wide berth.

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We're always on the same rung of the ladder as you are

Because we’re co-investors, you can be sure we’re in this together, every step of the way. Like slow-cooking, our long-term value approach requires patience but ultimately delivers better results. Over time, we forge strong, enduring relationships with our investors. We strive to be open, honest and straight talking and make sure we run our independent, employee-owned business ethically.

Investment Services

Long-Term Financial Planning

We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies. We try to give the type of advice we would want to receive ourselves, and avoid jargon as much as possible.

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Discretionary Portfolio Management

With our Discretionary Investment Service, having agreed your investment objectives and attitude to investment risk you then pass all the investment decision making over to us. This minimises paperwork and means we are able to execute any investment decisions quickly and efficiently.

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Latest News

News
02 Dec, 2021

Inflation Blog

‘Inflation is always and everywhere a monetary phenomenon in the sense that it can be produced only by more rapid increase in the quantity of money than in outputs’ –...

By Tony
News
01 Dec, 2021

Our New Normal

We hear a lot of talk about the ‘new normal’. There are still uncertainties about how the world will look in years to come, but we do know that things...

By Claire
News
23 Nov, 2021

Autumn Newsletter

We’re pleased to release our Autumn Newsletter. Download the pdf to learn more about our view on the investment market, our latest charity update, and an introduction to our Operations...

By Alex
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