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 guide

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.

Read our stories

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
Planning for the unexpected
Read Julie'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.
By Julie Crombie
Financial Planner
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.
By Henry Webster
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

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.

Pension accumulation

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

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.

Download your free guide

We store your data in accordance with data protection legislation and our privacy notice. You can unsubscribe at any time by clicking the link in our emails or emailing us.