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
Advising on your clients’ wealth
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
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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
As an increasing number of estates become liable for inheritance tax, discounted gift trusts are coming into the spotlight as a possible route for IHT mitigation.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
Read top tips for personal taxation from our Wealth Planning team for the year ahead.