We are an independent family business providing discretionary investment management and financial advice
based between Bath & Chippenham
in the South West of the UK

Our service is based around the core principle of simplicity for the client

We have been providing a comprehensive wealth management service to clients and their families for 50 years.

 

We specialise in managing portfolios of collective funds on a discretionary basis, giving you the freedom to spend less time managing your money and focus more on your life.

Find out about Discretionary management

We are unusual in being a small IFA and yet authorised to handle client money and manage investments on a discretionary basis.

Investments
 

We have continuously felt that our interests have always been given priority and the personal touch.

Clients since 1999, self-employed designers

I was so impressed with their expertise that I asked them to take over the management of my assets from another highly reputable adviser.

Clients since 1985, eight family members across four generations 

Find out what our clients have to say about us