Wealth Management

Your wealth management... We believe advice should be a comforting thing to receive. It should fit you like an old slipper and remain comfortable throughout your life. There may be a little adjustment needed as circumstances change but essentially our role is to ensure the advice remains a good fit.

There is never a matter too trivial with your wealth management. We want to know everything of concern to our clients. It is the patience to listen and interpret that allows us to provide the very personal service we seek to deliver.

Trust and a personal relationship are foremost and underpin the advice we give. We do not transact business over the phone or the internet; we need to meet you and understand first-hand what you require to establish that relationship.

We are independent financial advisers and proud of our ability to consider the whole of market when providing advice. We are and have been for many years committed to robust business processes enabled by the most modern technology to deliver an accurate service.

We review market offerings from discretionary fund managers, multi asset managers, together with specialist products that may be appropriate for our clients’ needs regarding their wealth management.  We also offer our own inhouse portfolio management service and together we are able to structure solutions to meet our clients from Trusts, Court of Protection, pension schemes and general investment.