About us

Delivering exceptional service

The survey was conducted online in March by a third party consultancy and we were delighted to receive over 2,000 responses representing a response rate of nearly 30%, which makes the data set extremely valuable.

Don't just take our word for it:


An award winning service

We offer a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world.

Just some of our awards:

What our clients say

I feel I am in very safe hands. I am kept informed and communication is excellent.  I feel the Firm has my back and I like and trust the people I deal with.  

Client survey feedback

Building a personal relationship

Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.

Lucy Coutts

Investment Director