We place your financial wellbeing at the heart of what we do.

With heritage dating back to 1872, our independent 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.

Wealth management with a difference


We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.


We specialise in providing a tailored and personalised financial plan for our clients, created with your goals in mind.


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.

Leeds Manchester Bristol London Poole Henley

Latest news

Wayfarer Commentary: Q1 2024

Macro Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…


Global Market Insights: March 2024

World Markets Summary: March was a strong month for financial assets as positive returns were widespread across bonds, equities and commodities. Hopes for a “Goldilocks” outcome where growth and inflation…


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A lifetime of advice.