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Welcome to Principal

Principal is a private client portfolio management company with an established reputation for professionalism and personal service.

Founded over 20 years ago, we now employ around 90 people in our offices in Sevenoaks, London and Bath and look after almost £1 billion on behalf of our clients. In March 2008 we became a member of the Sanlam Group, a leading South African financial services business.

Our Services

We specialise in discretionary portfolio management for private individuals, family trusts and smaller corporate clients.

This service is ideal for clients who wish to hand over the day-to-day responsibility for their investments to an expert.

Our success is based on:

• the calibre of our people
• our genuinely personal service
• disciplined investment processes
• efficient and accurate administration

"I use Principal because you
deliver my promises. You have
never failed".

National IFA

Latest News

• Change of Majority Ownership for Principal
• ISA & PEP Rule Changes
• Adviser Office registration (IFAs only)