From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Advising on your clients’ wealth
Wealth management services
Meeting your clients’ needs
Combining a comprehensive investment management service and wealth planning solution, we can work closely with you to enhance the service you provide your clients and act as a focal point for their financial relationships.
We offer two separate investment services – our multi-asset portfolio Investment Management Service for straightforward investing needs, and our bespoke Wealth Management Service for more complex situations.
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
Call us on...
020 7600 1660
Award-winning wealth planning
Our wealth planning team are proud winners of the prestigious 2025 Total Wealth Planning PAM award for the best financial planning advice service – providing solutions to clients to enable them to preserve and enhance their total wealth.
You can engage our wealth planning service for your clients either as a one-off exercise, such as reviewing pension provisions, or they can work on a longer-term basis to provide ongoing advice as part of our Regular Review Service.
Our wealth planners can advise your clients at any stage of their financial lives. Just some of their specialist areas include:
- Retirement planning
- Wealth structuring
- Protection
- Estate planning
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
Latest insights
Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.
Wealth planner Luke Audritt explains the steps to take to check if your retirement and pension plans are on track.
The latest in our Meet the Manager video series with Co-Fund Manager of JM Finn’s Investment Management Service. James talks about his career to date, the benefits of the Investment Management…