Leeds

The unofficial capital of Yorkshire

Located on Park Place in the thriving business district of Leeds, the office is a short walk from Leeds Central Station.  We have had a presence in Leeds since 2002 as we look to become Yorkshire’s leading private client investment management firms.  Eight investment managers look after 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.