A hub for the South-West
Located in the beautiful Queen Square in the heart of the city, we have had an office in Bristol for over 20 years. Today, we have 16 staff who manage and administer investment portfolios on behalf of private clients, charities and trusts via our personalised approach to portfolio management.
As investment specialists, we focus on managing investment portfolios across a range of structures, including Pensions (SIPPs & SSASs), ISAs, Trusts and Offshore Bonds. We work closely with third party advisers including financial advisers, lawyers and accountants who can help our clients determine how best to structure their investment portfolios.
If you have any questions or would like to get in touch, submit a call back request below and one of our teams will contact you as soon as possible.