Global Market Insights – July 2026
World Market Summary The odyssey continued for market participants in July, as the weak seasonality of the summer months continued to be the Achilles heel for market momentum, with artificial…
Read more ›We place your financial wellbeing at the heart of what we do.
With heritage dating back to 1872, our advice ensures you make informed & effective choices when managing your money. By building a financial plan & investment strategy with us, you are free to focus on the important things, like life.
Let’s talk about your goals
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Growing your wealth
Whether you are looking to save, invest, or create a financial plan, we can help you achieve your goals.
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Retiring comfortably
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Passing on your wealth
Secure your family’s financial future with our help.
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Wealth management with a difference
Personal
We specialise in providing a tailored and personalised financial plan for our clients, created with your goals in mind.
Choice
Our recommendations will always consider what is most suitable for you, whether that be one of our own investment services or a third-party solution.
Cost competitive
We offer you an overall cost saving by itemising our management and custody charges separately, which means we are able to offer our custody charge VAT-free.
How does our advice work?
Getting to know you
At your first meeting, we will discuss what your goals are, establish your objectives and your appetite for risk. Following this, we will review what you have, what you need, and the best options for you.
Creating the plan
We will talk you through our recommendations, including our costs and charges, explaining how it works for you both now and in the future.
Ongoing advice
We firmly believe that effective financial planning requires regular monitoring and reviews, so this won’t be the last you hear from us. We will continue to make sure your plan is kept on track and altered as necessary in line with any changes to your needs, as well as market conditions.
#1 for Financial Planning
In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.
82% Client Satisfaction
82% of our clients are overall satisfied with the service they are receiving from us.
Our offices
With offices based regionally across the UK, learn more at a location near you.
Latest news
The Daily Update | The Bond Market is Tightening Policy for the Fed
31 July 2026 The Federal Reserve did not raise interest rates this week. The bond market tightened policy anyway. The Federal Open Market Committee left the federal funds rate unchanged at…
Read more ›The Daily Update | Microsoft Results: Are Investors Missing the Wood for the Trees?
30 July 2026Microsoft’s recent results have reignited an important debate among investors: does the company’s aggressive artificial intelligence investment represent exceptional long-term vision, or excessive capital allocation? The question matters because,…
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