Wealth Management for private clients and their families since 1973

At a glance

Independent. Personal.

A second-generation family business offering independent financial advice and discretionary investment management near Tisbury and Shaftesbury on the Wiltshire/Dorset border.

With a 50 year history, we help clients to invest in their future.

About

“Over three decades I have always found the team extremely well informed, approachable and committed to providing the best support and advice to us as a family.”

Multi-generational clients since 1992