Knowledge
Be more confident
Rarely are we comfortable or confident to talk about money.
How can you be more confident?
From our experience, families who sit down and talk about money together take control of their financial future and avoid any unexpected surprises.
Complete the form to receive your free ‘It’s time to talk’ guide, and learn:
- How to start a conversation about money
- Financial topics to talk about with your family
- Considerations for a secure financial future
No matter where you are in your life or where your finances are at, we are here to help you become more confident about your finances, so you can make better financial decisions to create a more secure future for yourself, your family, and your world.
Arrange a free consultation
Understand how our financial experts can help you be more confident. When you complete the form, you will get a free guide on how to talk about money. Alternative call us 0207 739 8200 (Open Mon-Fri, 9am-5pm)
Download your free ‘It’s time to talk’ guide
Read our stories
Learn from our engaging and practical stories on how we have helped our clients start conversations about money to help them to take control of their financial future.
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.
Planning for the unexpected
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
The generation game
Read Henry's story about how after his current clients, Sue & Steve introduced their son, James, to Henry, they were able to build a common ground before James started investing with us.
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.
How we can help you build your financial future
With over 200 years of experience, we have created financial security for tens of thousands of people; with a wide range of financial planning and investment management services.
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.
- We'll create a financial plan that matches your individual needs and objectives.
- We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
- Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Pension Savings Plan
Will I have enough for the retirement I want?
When it comes to planning your retirement, you can’t afford to leave anything to chance. We’ll help you take control, so you have financial security and flexibility over when and how you retire.
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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Be more
Have more in your future by looking at your financial plans or opportunities to invest now. Taking control of your finances can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.
Be more
Conscious
Understand how we can help you find responsible investing options to help you to create a more secure future for yourself, your family, and your world.
Be more
Curious
Understand how we can help you cure your curiosity about your finances and help you to create a more secure future for yourself, your family, and your world.