An investment company with a difference.
As an independent, family and staff owned business, we understand the importance of a personalised approach.
For more than 30 years, we have been providing investment services to clients and their families - either directly, or through a trusted network of professional financial advisers.
Our goal is to preserve and increase investors’ wealth, all while carefully managing risk and avoiding permanent loss of capital.
You can find out more about our different services below.
Investment Management
We exist to create wealth for our clients.
Navigating through challenging markets requires experience and resources, a combination that we have offered our clients for more than 30 years. Whatever your investment needs, our discretionary investment management services allow you to sit back and let our expert investment management team do the hard work for you.
Financial Planning
It’s never too late to plan for tomorrow.
Our expert team of financial planners can help you set a clear plan for the future, and organise your finances so you meet your goals. Whether it’s helping you get the lifestyle you want, the income you need, or simply to make sure your family are always looked after.
Services for Third-Party Advisers
Freeing your time to add value for your clients.
As a professional adviser, your services are in demand and our aim is to support you in achieving the returns needed to deliver your clients’ financial plans.
Managing your clients’ investments takes considerable time and resources, which detracts your focus from building your business. By partnering with us, we can use our expertise to take some of that workload off your shoulders and help you do business more efficiently.