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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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FTSE100 has surged to new all-time highs

Market Moves

Market Moves provides a round-up of the market movements and the global investment outlook for the week beginning 15th April 2024.

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This week Chief Investment Officer and Head of Research, Patrick Farrell reflects on market movements from the past week, provides an outlook on the economy more generally, and considers the implications of what is unfolding.

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Latest Insights

Wealth today and tomorrow
Read Giles’ story to find out how he helped Rebecca understand that she had enough money to support her son, allowing him to move closer to his young daughter while Rebecca could still enjoy a comfortable retirement.
By Giles McKean
Investment Manager
Five investment trends defining the first half of 2024
By Rob Morgan
20 Jun 2024 | 12 min read
China’s central bank criticises Fed policy
By Charles Stanley
20 Jun 2024 | 16 min read
G7 backs Ukraine and tackles migration
By Charles Stanley
17 Jun 2024 | 6 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
2024 Gold DFM Service
2022 Best for Customer Service
2022 Lifetime Achievement - Paul Abberley

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