The value of investments and any income from them can fall and you may get back less than you invested.
Our relationship with you
Whoever you are, we take the time to get to know you; to understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plans that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. Free from financial distractions, you can devote more time to what you really enjoy doing.
What we can do for you
We have the technical skills to make the most of opportunities to protect and grow your wealth. But more than that, our ability to build strong relationships means we can create the bespoke financial plans and investment portfolios that will meet your unique ambitions and deliver peace of mind that your interests are in the right hands. We have 29 offices across Britain and Ireland to bring us closer to you and enable us to combine the best of local understanding with national scale and perspective.
We are an independently-owned firm, listed on the London FTSE 250, bound to no corporate group. We have an award-winning research team, who undertake research across markets, asset classes and individual companies. They develop unconstrained views and insights, for our advisers to draw upon so they can best manage your wealth.
Enhanced over time
Our personal approach to investment has stood the test of time. We have managed the interests of clients who have had wealth for generations, and those who are the first in their family to need a wealth manager. Being able to forge strong relationships with people, whatever their story, requires the kind of expertise gained only through experience – something we have been building since 1762. Our long history has helped us develop a long-term outlook. Having witnessed financial crises over two centuries, we have a composure that remains ever relevant in today’s times of uncertainty.
Our clients are the ultimate judges of our success. And we believe the longevity of our relationships through generations is testament to our service.
We also are proud of the recognition given to us by industry bodies for our research and the quality of service we provide to our clients.
5 star Defaqto 2018 rating - DFM
ARC Suggestus 3D Managers award
Given for transparency, engagement and integrity
5 star Defaqto 2018 rating - DFM MPS
We are delighted to have already won 12 awards in the last two years, voted for by peers, advisers and clients.