We provide wealth management and financial planning advice for individuals, advisers, charities and institutions.
We provide capital markets and corporate & institutional broking services for public and private growth companies.
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We offer bespoke investment management services, personalised wealth planning advice and advice for public and private growth businesses which includes corporate finance, broking and fund raising capabilities. With a presence regionally across the UK, our services are available to individuals, corporates, trustees, funds and institutional clients. By offering a personal and jargon-free service, we are able to provide timely advice and create long term relationships based on trust.
With a regional presence across the UK, learn more at an office near you.
Our Offices
2021 Budget update: most of the well-publicised changes outlined in the UK’s 2021 Budget announcement yesterday focused on business, but what do the changes mean for private clients & investors? Watch our short video to find out. https://vimeo.com/519582380 Important notice: This information is of a general nature and is not an offer or a solicitation…
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World markets summary: Global stock markets outperformed fixed interest again in February, returning 0.67% to a sterling investor while returns for both corporate and government bonds were negative. UK shares returned 1.99% to sterling investors, US shares 1.59% and European shares 0.3%. Longer-dated UK Government bonds returned a negative of -9.73%. While stock markets have rallied since January…
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Genie Living Drinks, the new British soft drink brand, has secured pre-series A funding through the WH Ireland Investor Forum. The product offering is aimed at the growing proportion of health conscious adults who find that the ‘traditional’ sugar packed soft drinks aren’t cutting it anymore. Genie’s range of Live Sodas and Kombuchas are packed…
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