for Generations
Best Private Client Practice of the year - Tolley's Taxation Awards 2020. Wealth Management has been in the DNA of our business since 1890. For generations since, we've been that safe pair of hands helping clients to create, manage and preserve their wealth.
Our team of independent financial advisers will work closely with you to unravel the complex and build a complete picture of your personal finances. Our solutions then take everything into account, optimising wealth now and for future generations.
More about us
We have been providing high quality financial advice for 130 years.
As independent financial advisers, we are able to consider all of the products available in the marketplace in order to provide the best advice.
Five expert financial advisers, supported by a dedicated and experienced team of highly qualified staff. All of our advisers are Chartered Financial Planners.
Standing at over £200m - this represents the value of client assets held under management
