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Whether you would like to manage your investments yourself with our online investment platform, or would like to help managing your finances, we are here to help.

Our people

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
Enjoying life to the full
Read Will’s story to find out how he helped his client, Anthony, start a conversation about inheritance tax planning with his sons and his financial planner colleague, Simon. Anthony can now enjoy his retirement guilt-free.
By Will Walker-Arnott
Senior Investment Manager
A world of opportunities in retirement
Read Alex’s story on how she helped her client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
By Alexandra Price
Director of Financial Planning
Investing in your family's future
Read Clive's story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. Besides passing on his money, he wants to pass on his values about hard work and responsibility.
By Clive Worlock
Director of Private Clients