We specialise in private client investment management. This is what we offer:
We invest selectively in high-quality investment trusts, unit trusts, exchange-traded funds (ETFs) as well as fixed interest strategies and shares.
We offer a truly diverse range of investment options to prioritise capital preservation, income or capital growth. Investments can be held directly, in a nominee facility through our stockbrokers, or in ISAs and SIPPs.
Our culture is based on direct engagement with clients. We hold regular meetings when a full valuation and audit trail is presented and discussed.
Many of our clients have been with us for over 25 years and we have an excellent track record of sound investment management and helping clients achieve their investment goals.
We are entirely fee-based. This is important because it means we are not restricted by narrow, pre-packaged investment strategies. We do not accept an initial commission for any investment process.