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.
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 if we were not financial professionals, and avoid jargon as much as possible.Find out more
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.Find out more
Tax Allowances 2021-22
As we have entered a new tax year, your annual allowances have been reset and are now available to be used. We’ve put together a guide to the allowances you...
Model Portfolio Fact sheets
Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Fact sheets.
Generational Wealth | Grandparents Perspective
When we reach a certain age, it’s common to feel we have less control over what we can do to positively impact our family's financial security. With “working for longer"...