The Welsh capital
Centrally located in St Andrews Crescent, our Cardiff office opened in 2013.
In 2015, the Cardiff office was awarded the Regional Star Award for Wales, which is voted for by advisers to rate discretionary firms on the quality of their services and the investment proposition they offer.
As well as offering discretionary portfolio management services, our Tailored Platform Solution, a service designed for Independent financial advisers looking to outsource their investment management capabilities, is also managed out of the Cardiff Office.
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.