Our services

Our principal service is discretionary investment management. We manage individual portfolios with a value of between £1.5m and £10m, or equally as a diversifier within larger portfolios, which may have exposure to other non-listed investments, such as residential or commercial property.

Our service comprehensively evaluates what your portfolio investment objectives are and your risk appetite in the context of achieving these objectives. The investment manager then proactively invests on behalf of you, the client, within the agreed parameters, without consultation on individual investment decisions.

The investment strategy can easily be adapted or altered altogether to take account of changes in circumstances.

In addition to our core Discretionary offering, we have additional services by application, such as managed advisory and execution only.

The majority of our clients are individuals and family groups. We do, however, also have strong relationships and experience of collaborating with external experts across Financial Planning, Accountancy and Legal Services.

Where appropriate, we look to grant clients access to our network of trusted professional partners, who share our values and desire to put the client first. These individuals are from a variety of sectors, including Financial Planning, Legal and Accountancy.