We’re here to help you create a life you love with help from expert financial planners and investment managers, with our own truly personal style. Our experienced professionals offer a personal service, and our structure provides the reassurance of a substantial, scalable resource, strong investment choice, and sound asset security. We ensure our specialist assistance works alongside your other professional partners like financial advisers, accountants, solicitors and trustees.

How we can help

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Financial planning

We can help you assess your lifestyle and goals, and offer advice for interpreting your goals into suitable solutions designed especially for you.

Investment management

Whether you’ve inherited family money or you’re looking for strategies to manage self-made wealth, your money is in the good hands of our highly qualified investment managers with a superb range of multi-asset portfolios at their fingertips.

Retirement planning

These days, planning retirement income extends beyond just pensions and annuities. Our cashflow analysis tools can be put to use to keep you on track for your definition of a happy retirement.

Proven performance

Investing for the long term is key to helping you achieve your goals, whatever they may be.
We work hard to craft bespoke portfolios for our clients, that aim to generate long term returns to keep your money ahead of inflation.
Whilst investment returns are never a one way street, we are very pleased that our hard work has been recognised in the numerous performance awards that we have either won or been finalists in in the last few years.

Please note that past performance is not indicative of future performance and you may get back less than you invested.

  • If you invested


    A lump sum of £1 million invested over the last 10 years produced an annualised return of 8.54%,
    a gain of £1,169,333

  • It would now be worth


    *Notes: Real return from one of our multi-asset portfolios.
    01/07/2011 to 30/06/2021, total return net of management fees.
    Source Morningstar Direct.
    Portfolio shown for illustrative purposes only.


Online portal - Client Access

As a client of Arcrate, you’ll have access to your online account via a convenient online portal hosted by Raymond James. Direct from your laptop, tablet or smartphone, you can see all your account balances and details of your portfolio, including asset allocation, values and growth, payments, transfers and share information. You can also access market-leading research and tailor a range of reports to your requirements.

Case study

Many of our clients are individuals looking for professionals to manage their wealth.

Whether you are recently retired, approaching retirement or starting out on your investment journey, we can help you make the best decisions for your investments.

We work with a number of diverse individual clients, each with their own unique circumstances and whether you are looking to grow, preserve or take income from your portfolio, we can make your objectives a reality.

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What does it cost?

Transparent costs,
carefully managed

Once we’ve gained an understanding of your long term objectives and explored the construction of your risk profile and potential investments, we’ll set out the costs that would apply in detail. If you decide to go ahead, we’ll then draw up a draft Client Investment Agreement and suggest an investment mandate.

We tailor our advice to take into account external charges and fees, carefully weighing up costs and potential benefits.

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