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With over 200 years' experience, we have created financial security for tens of thousands of people with a wide range of Financial Planning and Investment Management services.

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Policy turmoil drives uncertainty

Market Moves

A round-up of market movements, recorded June 03.

Watch the video

In this week's Market Moves, Head of Fixed Income, Oliver Faizallah, discusses market volatility, the potential crack in Bond markets, the impacts on markets and much more.

Latest Insights

Knowledge
Trumponomics, tariffs, and trade
Our latest views and commentary on how tariffs and other measures to rebalance America’s trading relationship with the world are reshaping the global economy.
Article
FTSE 100 hits new record high
By  Garry White
Chief Investment Commentator
13 Jun 2025 | 11 min read
Article
The Trump tariff doctrine: a trade policy rewritten
By  Garry White
Chief Investment Commentator
10 Jun 2025 | 6 min read
Article
The week ahead in markets and economics
By  Garry White
Chief Investment Commentator
09 Jun 2025 | 3 min read

Client care for 200 years

Our principal business remains as it was over 200 years ago, ensuring high-quality and personal service to all our clients.

Our history

Established in 1792, today we are one of the leading UK Wealth Management companies. We are investing in our future, embracing technology and innovation, while adapting to changes in society. At a pace not seen before, we continue to evolve so we can continue to serve our clients for the next 200 years.

Our people & locations

As a national UK firm, you are never far away from one of our offices. We offer the convenience that comes with being local to you and can meet in our offices, on the phone or somewhere else, such as your home.

Don't just take our word for it

Award winning

We’re proud to be shortlisted and winners of many awards and accolades, as they showcase the value of our esteemed colleagues and the high-quality services we provide by both our industry peers and clients themselves.

View our awards
2025 Gold DFM Service
2022 Best for Customer Service

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