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
14 Jan, 2022

Model Portfolio Factsheets

Please see below for links to PDFs of the Balanced, Cautious, Defensive, Ethical Balanced, Ethical Growth, Growth and Income Model Portfolio Factsheets.

By Robert
News
06 Jan, 2022

Inflation Blog - Part 2: Greed and the Four Horsemen

The Sixteenth Century – England under the Tudors and Stuarts, Reformation Europe and the Conquistadores

By Tony
News
08 Dec, 2021

Demystifying Pensions

Everyone is familiar with the concept of a pension - it's your retirement fund. Whether you think about your retirement or not, you've likely been contributing to some form of...

By Jo
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