Our Investment Advisory Service is for people who wish to manage their own money but need help from a professional. Your adviser will recommend an investment strategy that is tailored to your needs and will be available to provide continuous guidance on all of your financial decisions.

  • Investment management

We can manage your investments for you, determining which ones to buy and sell, how much to invest, and when.

  • Investment advice

Our investment advisors can create a customized portfolio for you and provide guidance on all of your investment decisions.

  • Sustainable and ethical investing

We have a 15-year track record of successfully executing sustainable and ethical investment mandates for clients.

  • Retirement planning

Investing in your pension and making plans for the retirement you desire.

  • Inheritance Tax and estate planning

Taking care of an Inheritance Tax bill and transferring your assets.

  • Tax planning

Using the various allowances and reliefs to structure your finances tax-efficiently.

  • Gifts, philanthropy and charity

Giving money, donating to charity, and leaving a legacy are all options.

  • Specialist investment advice for professionals

We understand the challenges some of the professionals’ face and we have the specialist knowledge and expertise to help them achieve their financial ambitions.

  • Accountants: Specialist support for accountants and their clients.
  • Lawyers: Financial planning and advice for barristers, solicitors and their clients.
  • Business owners: Advice for business owners, entrepreneurs and the self-employed.
  • Company executives: Helping company executives to achieve their goals.