Client login

Our financial expertise leaves you to enjoy the things that really matter.

We believe in walking the walk, not just talking the talk. So we invest our own money in exactly the same funds as our clients, playing the long game, and giving market trends a wide berth.

Read more

We believe in walking the walk, not just talking the talk. So we invest our own money in exactly the same funds as our clients, playing the long game, and giving market trends a wide berth.

We're always on the same rung of the ladder as you are

Because we’re co-investors, you can be sure we’re in this together, every step of the way. Like slow-cooking, our long-term value approach requires patience but ultimately delivers better results. Over time, we forge strong, enduring relationships with our investors. We strive to be open, honest and straight talking and make sure we run our independent, employee-owned business ethically.

Investment Services

Long-Term Financial Planning

We offer a range of financial planning services from an overall review of your financial affairs (including a review of existing investments for new clients) to retirement planning, inheritance planning, tax planning and arranging insurance policies. We try to give the type of advice we would want to receive ourselves if we were not financial professionals, and avoid jargon as much as possible.

Find out more

Discretionary Fund Management

With our Discretionary Investment Service, you pass all the investment decision making over to us. This minimises paperwork and means we are able to execute any investment decisions quickly and efficiently.

Find out more

Latest News

Recruitment
12 Apr, 2018

Job Vacancy

An opportunity has arisen for a full-time temporary Business Assistant to join our successful and growing company, initially on a six-month basis.

By Joanna
Investment
13 Mar, 2018

Market View Q4 2017

By Robert
News
21 Dec, 2017

Employee Ownership Conference 2017

On a chilly November morning, The Hilton Metropole in Birmingham hosted the 12th EOA Annual Conference;  a full on two day where 680 employee owners from across the UK meet...

By Heidi
Subscribe to our newsletter

Register to receive regular market views and commentary from our investment team by email

CLOSE

Search