As one of the few remaining independently owned wealth managers, we pride ourselves on continuing to offer:
A dedicated Adviser team to manage your investment and financial planning needs
Transparent fees and charges
High street branches located in local communities
Cover of any transfer fees charged by your current provider*
Conditions apply.
A global thematic investment approach, informed by our in-house independent Research time
Interactive digital client tools
No service minimums
Capital at risk. Past performance is not a guide to future returns. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
