Secure your financial future

Your local London Financial Professionals

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

Request a call back Meet the team

What we offer

We support a wide range of clients, advisers and organisations with our Financial Planning and Investment Management services.

Wealth Management Service

Entrust your dedicated Investment Manager and Financial Planner to provide you with holistic financial and a robust and personalised strategy for achieving your financial objectives.

Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do – and maybe even things you never thought possible.

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 do not miss out on appropriate opportunities or are exposed to unnecessary risks.

Latest insights

Keep calm and carry on investing
Read Jeremy's story about Linda, who opened a discretionary portfolio with us years ago, valuing our personal approach and level of communication with her. She has since brought her children into the conversation too.
By Jeremy Robinson
Senior Investment Manager
Going at your pace
Read Tsitsi’s story of how she helped Laura bring her daughter, Melanie, into the conversation about managing the family's finances following the death of her husband.
By Tsitsi Mutiti
Investment Manager
Article
New Covid-19 variant hits travel and markets
By Garry White
26 Nov 2021 | 7 min read
Article
Pandemic savings to boost Black Friday, but what then?
By Charles Stanley
26 Nov 2021 | 5 min read

About the London office

Our headquarters is home to a wide range of Financial Planners and Investment Managers teams, who 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.

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Where to find us

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

55 Bishopsgate
London
EC2N 3AS
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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