Our ethos

We are a fast growing wealth management boutique, providing investment management and financial planning to private clients, institutions, trustees and charities. Our goal is simple – to protect and grow our clients’ wealth.

We have taken time to build a team of experienced professionals and have created a culture of highly personal service based on our core values, delivering independent and institutional quality investment and financial planning services. Those core values are:

  • Consistency
  • Fairness
  • Independence
  • Service
  • Transparency
  • Trust
  • Market leading

In summary, we want to be an established brand combining traditional values with contemporary delivery that embraces modern technology. To be pioneering and aspirational as we evolve yet remaining focused on our core business. We have built a strong internal culture characterised by openness and a determination to deliver excellence resulting in a loyal and highly motivated team whose welfare is central to our business.

Quite simply, we believe this is the key to delivering a quality service and to retaining satisfied and loyal clients who are proud advocates for our brand.

mother and child holding hands