Knowledge
Be more curious
We want to encourage more questions, so we can help provide the answers. Whether it’s your first foray into investing or you’re exploring your options for the future, curiosity gives rise to understanding and confidence.
Where do I start?
Download our checklist which contains some things to think about in order to tackle and prioritise financial and administrative tasks and ensure everything is up to date.
- Take advantage of your available allowances and exemptions
- Ensure you have control of all your finances
- Ensure your money is working in the right way to give you the retirement you want
No matter what stage of life you or your finances are at, we’re here to help you make the right financial decisions to build a better future for yourself, your family and your world.
Download your free financial checklist
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.
First-time investors
Figuring out how to start investing might seem daunting, but it doesn’t have to be. Our helpful guides and videos seek to answer your questions to help you on your way to building wealth.
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.
Pension decumulation
What sort of retirement can I afford?
When thinking about how to draw an income from your retirement savings, professional advice can make sure you take the right decisions for you and your family.
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.
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.
Keeping it in the family
Read Katie's story on how she built a trusting relationship over the years with her client, Rory and his wider family. Katie is now working together with her colleague, Mia, from financial planning to manage the family’s money.
Be more future
There’s never been a better time to take control of your financial future than today.
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
Confident
Understand how we can help you be more confident about your finances and help you to create a more secure future for yourself, your family, and your world.