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About us

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Our services

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Portfolio management

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With our Discretionary portfolio management service, your dedicated client executive will take on the day-to-day management of your investments, applying their experience to make investment decisions on your behalf. If you’re looking for more control, our Advisory portfolio management service might be right for you, with your client executive managing your investments on a day-to-day basis, but referring to you before making any investment decisions.

Stockbroking

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You can choose from two services: Advisory dealing and Execution-only. Advisory dealing enables you to take stock-specific advice from your client executive and use it to make your own investment decisions on individual stocks. With Execution-only, you make your own investment decisions, and we’ll execute the trades once you instruct us – the ideal option if you have a clear idea of the stocks you plan to buy and sell. 

Other services

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Looking for a particular service other than wealth management? Find out more about our other specialised services here.

Advisory dealing

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With the Advisory dealing service, you can take stock-specific advice from your dedicated client executive and use it to make your own investment decisions on individual stocks.

Trust management

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Are you a trustee? Discuss your needs with our experienced client executives and let us take care of all your trust management worries.

ISAs

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An ISA (individual savings account) forms an essential part of any investment proposition, particularly as it ensures your funds are managed as tax-efficiently as possible. Your client executive will work with you to ensure that, whichever service you choose, your investment makes the most of any ISA allowance available.