Our wealth management service takes care of your portfolio of money and investments. All investments are held in your name, and we develop a bespoke investment solution that utilises our team’s specialist knowledge and in-depth understanding of your plans. Our independent wealth advice covers all aspects of your finances, with regular reviews and access to all your financial information 24/7 on any mobile or web device through your Personal Finance Portal. 


  • Investment risk

    We'll find out the level of investment risk you wish to undertake, and the level of loss you could afford to suffer.

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  • Asset allocation

    Asset allocation is a crucial factor in determining overall investment returns.

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  • Tax wrappers

    There are a variety of tax wrappers that we can use to enhance the investments you make.

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  • Investment platforms

    The construction and management of fund-based investment portfolios is now largely undertaken using investment platforms.

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For more details, discover our free guide to investment planning and asset allocation. Please note, the value of investments can go down as well as up and you may get back less than the amount invested.

Free resources & calculators

Financial calculators

Our free financial calculators will provide an estimate of what you’ll need, based on the current understanding of HMRC practices and values.

Explore calculators

Personal finance portal

View all your finances online in one place, 24/7, on any mobile or web device.

Register for account

Client stories

Get in touch

Want to have a chat about your finances?

  • Call us

    0800 6342 111

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