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Our Personal Service

"Whatever the sum of money I have to invest, I need to feel that
I will be treated as an individual, and that my investments will get
personal attention."

We cannot stress enough that what we provide is a service, not an “off the shelf” product.

Your portfolio is structured to take into account your individual investment objectives, desired level of risk, income requirements, capital gains tax constraints and any other specific factors.

This tailored approach means you can be sure that your investments are being managed to suit your requirements, not ours.

You also deal directly with the manager who is personally responsible for your portfolio. We have no call centres or automated telephone systems. So when you call with a query, you speak to the person who is familiar with you and your investments.

And you do not have to be super-rich to invest with us. Our service is available from £50,000 (for “managed fund” portfolios) or £250,000 (for “directly invested” portfolios of individual securities).

Whatever the size of your investment, you will benefit from the same fundamental approach.

Our investment managers like working in the more personal environment of a private client business, where they can really get to know each client. Our investment managers look after fewer than 100 clients each, on average. This means they have more time to give the level of personal attention our clients tell us makes all the difference.

"The key is your personal,
individual approach."

IFA arm of solicitors

"We always find you
very user-friendly."

National IFA

"I would like to thank
you very much for the
sensitivity you showed.
You are the only company
who has acknowledged
that this may be a
distressing time for me . . .
Your compassion is
appreciated and will not
be forgotten."

Client