Secure your financial future

Your local Leeds Investment Managers

Build a trusted, personal relationship between you and your local Investment Manager - so we can support you to create a more secure financial future.

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Our Leeds team offers

We support a wide range of clients with our financial planning and investment management services.

Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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Working with Financial Advisers

We work for you so that you can work better for your clients, by providing a wide range of investment services to support you to be able to focus on what you do best - managing your client's holistic financial plan.

  • Helping you free up your time to focus on your client by letting us take care of your clients investment portfolios.
  • We cater for a wide range of investment needs, offering truly bespoke to centrally managed portfolios.
  • Supporting you with the evolving regulatory challenges and any risks or opportunities that arise.
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Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

  • Matching you with the right advisers to build the most appropriate team around your client.
  • We’ll shape and manage a bespoke financial plan and investment portfolio for your client, giving them financial peace of mind.
  • Helping you stay informed with market commentary, personal finance guidance and thought leadership on key financial matters.
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Latest insights

Making a fresh start after divorce
Read Nicola's story to find out how she helped her clients, Sharon & Patrick during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.
By Nicola Loudon
Investment Manager
Article
Central bankers have a lot to discuss at Jackson Hole
By Charles Stanley
19 Aug 2022 | 7 min read
Article
Energy price shocks continue
By Charles Stanley
19 Aug 2022 | 8 min read
Article
Should I save or invest?
By Rob Morgan
17 Aug 2022 | 6 min read

About the Leeds team

Established in 2008, our team of Investment Managers are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Award-winning service

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 all our awards
2021 Investment Team of the Year - Leeds
2022 Wealth Manager of the Year - Leeds
2022 Director of the Year - Jonathan Baker

Supporting the local area

Our team looks to engage and support the local area.

Over the years, we have run several events to support the Hunslet Club

We actively support the Leeds Community Foundation.

Where to find us

We are always happy to welcome you to the Leeds office.

7 Park Row
Leeds
LS1 5HD
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Meet the team