We work hard to deliver enlightened thinking to our clients.

Our financial advice and investment strategies are based on decades of empirical research, not on risk or speculation. So, while other investment houses might talk about their star fund manager, or their latest investment theory, we concentrate on doing what we know is best for our clients. We work on the proven principle that a well-diversified investment portfolio reduces risk and produces steady growth. The science of asset allocation is therefore fundamental to our approach.

Authorised by the FCA, our team includes some of the brightest and most capable practitioners in the industry – all of them committed to providing a personal level of service and attention to detail that only a smaller organisation can offer. We are also part of the Raymond James Investment Services network, giving us access to a whole of market platform, research, and technology, from an organisation managing over $172bn of assets. In addition, as members of the Aurora Group, an alliance of eight independent wealth management firms, our clients benefit from pooled resource and multi-disciplinary support.

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