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What we do
We have been entrusted with managing our
clients’ savings and
investments since 1976.
Our
Services
We are thorough yet flexible.
We provide trusted services to a wide range of clients, tailoring plans to individual aims and circumstances.
This is made possible through our comprehensive ‘in-house’ investment management service which covers:
research
portfolio construction
trading and administration
Independently owned, we aren’t burdened by a rigid ‘corporate’ view – we form our own opinions and we provide you with a service you can rely on.
Bespoke Investment Management
A proactive, knowledgeable approach to managing your capital.
Model Portfolio Service
Designed to achieve an attractive level of risk-adjusted returns over the long term.
Inheritance Tax Portfolio
An award-winning service with potential for capital growth, sheltering part of your estate from IHT.
Stockbroking
Our heritage is firmly rooted in stockbroking, and we have strong relationships with market participants, built over many years.
Additional Services
ISA & Junior ISA
One of the simplest and most tax efficient investment vehicles available…
Estate Administration
Helping you to take control of the investments you have set aside for retirement.
Personal & Trust Taxation
Helping you to take control of the investments you have set aside for retirement.
Nominee Registration
Safe, secure and cost-effective electronic custody of your investments
Self Invested Personal Pension (SIPP)
Helping you to take control of the investments you have set aside for retirement.