Going beyond the traditional advice model, we provide tax-efficient investment solutions, ensuring your loved ones can enjoy your wealth for generations.
Our experts will guide you through the complexities of investment selection. Whether you want to invest non-pension wealth into a tax-efficient investment opportunity or a multi-asset portfolio for your pension fund, we work hard to protect your wealth long into retirement and for the next generation.
Our Academy is designed with you in mind. This is your chance to join a 12-month, structured programme for individuals who want to build a career in wealth management, gaining valuable knowledge and undertaking the Level 4 Diploma in Regulated Financial Planning.
Remember, the value of your investments can go up and down, and you may get back less than you originally invested. Tax treatment depends on your individual circumstances, and rules may change. Past performance is not a guide to future performance. Investment decisions should be taken with professional advice.
At our core, our focus is entirely on you – our esteemed clients. With our exceptional wealth management and employee benefits services, you can experience the true essence of peace of mind.
clients have trusted us with their wealth
years experience shaping financial solutions
expert advisers
raised for charitable efforts
assets under
management
We are different from your average wealth manager, providing in-house and third-party investment solutions that provide diversity in challenging market conditions, or a level of tax- efficiency that can benefit the growth of your portfolio.
Claim up to 30% income tax relief on the first £200,000 each tax year. Provide yourself with a supplementary income by benefitting from tax-free dividends paid by a VCT. Investing in VCTs carries risk.
Download our Wealth Management guide
Download our Diversified Income Portfolio Brochure
Download our Pensions and Commercial Property Brochure
Download our Employee Benefits guide
Hear it from the ones who matter most! Discover what our clients say about their experiences with us.
Society’s ongoing increase and reliance on the use of emails, texts and social media has led to an increase in criminal activity by investment scammers.
The FCA ScamSmart campaign brings together a range of resources and information to help you to avoid scams. We urge all clients to access the FCA’s campaign in order to protect themselves and their family.
Get ahead with exciting updates, trends, and expert insights for your personal and professional life. Read more to experience the thrill of being at the forefront.
From interactive webinars to in-person international company conferences, we have it all. See what’s coming up.
