About
Family business
Personal finance can be a delicate topic.
With our 50 years of experience as a family-run business advising private clients, we understand that preserving what you have is just as important as building future assets and maintaining a sustainable income.
We have chosen to build our business organically over the decades via client referrals rather than through mergers, acquisitions or overly ambitious investment strategies.
Today we look after £100 million on behalf of a small number of client families with portfolios ranging from a few thousand up to several million managed by our in-house investment committee on a discretionary basis.
Through the generations
Over half of our clients have been with us for 20 years or more
Personal
We like to keep things simple. We take time to understand you and your financial goals, tailoring our service to your specific needs.
With only a relatively small client base, we can get to know your finances inside and out, meaning you are treated like a person rather than a reference number.
We find that clients often choose to join us because we prioritise a personal approach and level of service that exceeds that of much larger Private Banks or multi-office Wealth Managers.
Longevity
We enjoy building lasting relationships and many of those who joined decades ago have remained with us, often introducing their parents, siblings and children. We encourage clients to include the next generation in discussions, not only for continuity within the family, but also to build a sense of responsibility.
Since nearly all new clients come to us by word of mouth recommendation, we consider this to be one of the greatest endorsements of all.
Clear and concise
We translate complex financial jargon so you can feel well-informed and empowered to make important decisions.