Managing your wealth requires many attributes, from clearly defined goals to sound advice and focussed investment research. But in our opinion, the over-riding element is a personal service.
Using our expertise to meet your goals
Investment Services
Personalised investing to meet your needs
Our range of services are designed to help you meet your investment goals, whatever they may be.
Whether you need an income, are looking to grow your wealth or just safeguard it, our award-winning services are personalised to your needs by an investment manager.
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What our clients say
The services of an excellent professional investment manager with whom I have an excellent relationship, who is always available and who I trust completely
A dedicated investment manager
Maintaining an investment manager as the primary point of contact for all our clients has helped us build an enviable level of trust amongst our clients.
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…
