From our early days as a stockbroker we have listened to our clients’ needs. Now as a wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Investing to meet your goals
Managing your wealth
A service for your needs
Whether you are an experienced investor or looking to invest for the first time, our range of services can help you realise your ambitions.
Having a dedicated investment manager as your primary point of contact ensures we can provide a personalised service, regardless of the size of your investment.
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
How can we help you?
Our comprehensive wealth management capabilities enable us to help clients at any stage of life, whether just starting out as an investor or looking to optimise your pension assets or maximise a legacy for the next generation.
Whether you want to invest for long term growth or to provide an income, our investment expertise can help you navigate the markets to meet your goals.
Our wealth planners can review your affairs to ensure you are maximising tax allowances, such as pensions and trusts, either as a one-off exercise or as part of an ongoing review service.
What our clients say
Whether I wish to talk on the phone, leave a message on the web, pop into my local office, or arrange a meeting at home someone is always ready to help.
A dedicated investment manager.
To us a personal service means one where we get to know you. Where you become our focus and we become one of your trusted advisers.
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…