Investment Information

We are discretionary fund managers and have a robust and well-researched centralised investment process which includes model portfolios to meet clients’ different attitudes to investment risk. Our aim is to grow your wealth over time but with a keen eye on minimising losses in times of market stress.

Our advisers take great care in ensuring that each portfolio meets an individual client’s legitimate interests and requirements and will be monitored on a regular basis to meet changing needs and circumstances.

Impartiality and accountability builds trust and our reputation is built upon it.

Fact Sheets and Key Information

Please see our latest Investment Commentary for October 2017

Please see our latest Investment Commentary for July 2017

Please see our latest Investment Commentary for April 2017

Please see our latest Investment Commentary for January 2017

Please see our latest Investment Commentary for October 2016

Guide to the Autumn Statement 2016

Our thoughts following the US Election

Please see our latest Investment Commentary for July 2016

Please see our latest Investment Commentary for April 2016

Please see our latest Portfolio Update for April 2016

Please see our Taxation & Allowances 2016/17 Guide 

Please see our 2016 Budget Summary 

Please see our latest Investment Commentary for February 2016

Please see our latest Portfolio Update for February 2016

Please see our latest Investment Commentary for October 2015

Please see our latest Portfolio Update for October 2015

Download our Key Investment Information Documents

Please see our July 2015 Budget Summary

Guide to Autumn Statement 2015