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We place your financial wellbeing at the heart of what we do.

With heritage dating back to 1872, our advice ensures you make informed & effective choices when managing your money. By building a financial plan & investment strategy with us, you are free to focus on the important things, like life.

Let’s talk about your goals

Wealth management with a difference

Personal

We specialise in providing a tailored and personalised financial plan for our clients, created with your goals in mind.

Choice

Our recommendations will always consider what is most suitable for you, whether that be one of our own investment services or a third-party solution.

Cost competitive

We offer you an overall cost saving by itemising our management and custody charges separately, which means we are able to offer our custody charge VAT-free.

How does our advice work?

Getting to know you

At your first meeting, we will discuss what your goals are, establish your objectives and your appetite for risk. Following this, we will review what you have, what you need, and the best options for you.

Creating the plan

We will talk you through our recommendations, including our costs and charges, explaining how it works for you both now and in the future.

Ongoing advice

We firmly believe that effective financial planning requires regular monitoring and reviews, so this won’t be the last you hear from us. We will continue to make sure your plan is kept on track and altered as necessary in line with any changes to your needs, as well as market conditions.

#1 for Financial Planning

In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.

82% Client Satisfaction

82% of our clients are overall satisfied with the service they are receiving from us.

Our offices

With offices based regionally across the UK, learn more at a location near you.

Manchester London Poole

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A lifetime of advice.