We look after clients with investments in personal portfolios, ISAs, trusts, charities and pension funds.
You will be looked after by two investment managers who will be responsible for the day to day management of your investments. Opening an account is easy and if you already have some existing investments these can be added to your portfolio.
- You will know the person making the investment decisions on your portfolio.
- You will have continuity in your relationship with your investment manager.
- You will receive regular updates and communications from us.
- You will be treated as a client and not as a commodity.
- We will not invest in any in-house investment products.
- We do not receive commission on transactions so we will not trade on your portfolio to generate revenue for the firm.
- We will always endeavour to act in your best interests.
To speak to one of our investment managers please call your local office or email to arrange a call at your convenience.