Our Story

Our heritage is firmly rooted in managing investments and traditional stockbroking. Our office in Walker House sits in Exchange Flags, near the original location of the Liverpool Stock Exchange at the heart of the burgeoning Liverpool business district.

Independently owned

Our focus is solely on delivering an unrivalled personal service to our clients.

Experienced and qualified

Our highly experienced and qualified investment team strive to provide the highest levels of service to our clients. By exercising sound stewardship of your savings and investments, we pride ourselves on developing relationships that endure through time. Our investment professionals are all members of the Chartered Institute for Securities & Investment (CISI), a professional body for those who work in the securities and investment industry in the UK, so you can be sure you are well served.

Highly responsive

Financial markets are fast moving and clients, quite rightly, demand high levels of transparency. As well as our investment personnel, we have significantly invested in the latest IT systems and financial analytical software, ensuring we are ably equipped to analyse and capitalise upon market opportunities and communicate in an effective, personal and timely manner with clients.

Looking ahead

In a world generally becoming ever more short-term in its nature, we prefer to take a longer-term view. This helps us to look through the ‘noise’, or short-term gyrations of markets, allowing us to see the bigger picture and identify overlooked or out of favour investments that deliver value to the patient investor.