Invested
in your future

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

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

Spring office closuresPlease be aware, our offices will be closed on Good Friday (15th April) and Easter Monday (18th April). We will also be closing at 11.30am on Friday 29th April whilst our team attend the COVID rescheduled 2021 Christmas Party.