Knowledge

Are your finances in shape?

Find out where your money goes, so you can make investments and watch them grow. Download our free Financial Health checklist and feel more confident with your money.

Where do I start?

Managing personal finance often starts with some groundwork, so we’re here to help make sure you don’t miss anything important out. Our Financial Health checklist includes practical guidance on:

  • Setting up an emergency fund
  • Managing your investments
  • Setting up tax shelters
  • Retirement goals

No matter what stage of life you 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 Health checklist

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
Director of Private Clients
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
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.
By Katie Tasker
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.

New to investing?

Investment might seem daunting, but it doesn’t have to be. Find out how to start your investment journey today, with our range of helpful guides, articles and videos to help along the way.

Am I saving enough for retirement?

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.

Can I afford to retire?

The age you retire depends on how much is saved so far and how you want to draw an income. Gain a better understanding of your savings and the best way to use them during retirement.

Download your free Financial Health checklist

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.