About us

Delivering exceptional service

In 2021, we conducted a client survey, in order to further understand how our clients feel we are meeting their goals and to benchmark ourselves versus our peers. 1,653 clients responded providing us with an extremely valuable data set.


An award winning service

We offer a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world.

Just some of our awards:
2022 YFA Winner Wealth Manager Award
2022 Colwma best charity investment service award
PAW rgb pam award
2022 Global 100 best wealth management firm award
2022 MCA private client asset moty silver award
2022 Good Money guide best wealth manager award
2022 BMRA best event Prog OTY Gold Award

What our clients say

I feel I am in very safe hands. I am kept informed and communication is excellent.  I feel the Firm has my back and I like and trust the people I deal with.  

Client survey feedback

Building a personal relationship

Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.

Lucy Coutts

Investment Director