We specialise in private client investment management.

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With a proven track record in sound investment management we have been helping clients achieve their investment goals for over 30 years.

We offer access to a range of investment opportunities that allow investors to prioritise capital preservation, income or capital growth. Investments can be held directly, in a nominee facility through our panel of stockbrokers, or in ISAs and SIPPs.

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Our Articles

ISA transfers between spouses

Spouses used to lose tax benefits on any ISAs left to them by their late spouse/civil partner. That’s no longer the case as we explain here…

The ‘4-4-4’ approach

Interest rates are likely to remain low for several years. Obtaining attractive returns is difficult and increasing risk is potentially dangerous. So what should you be doing?

Inheritance schemes via Business Property Relief

We are finding that these schemes are being very well received by older clients and their families. Here’s why…

Smaller-companies income funds

Analysis has illustrated higher returns from smaller companies, compared to larger companies, over the past ten years…

Why it pays to settle an estate proactively

When settling a family’s estate, a duty of care exists to ensure all options are available to the beneficiaries, ASAP. Let me share some recent experiences with you…

Higher yield means higher risk, but…

There are situations when conventional wisdom cannot always be applied to a given investment situation. Let me explain…