We have successfully grown our business and reputation over the years. Now, in the UK and Europe our investment professionals manage and administer £27.1bn (as at 30 September 2019) of assets.
Our core wealth management services include portfolio management, broking services and wealth planning.
We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.
You can be confident that we will work with you to build exactly the relationship you want
We will always keep you informed about your portfolio and any decisions we are making on your behalf
You can choose whether you want updates face to face, by phone or by email
We offer experience, expertise and a highly efficient, competitive service.
Slip House, Princes Dr, 6 Edgar Street, Worcester, Worcestershire, WR1 2AB
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