We are a privately owned company committed to helping private clients build, manage and protect their wealth throughout the generations. We offer a high quality, fee based, integrated wealth management proposition that combines:-
- portfolio management - designing and building a bespoke portfolio to meet your goals
- strategic financial planning - creating your evolutionary "Strategic Plan for Life"
- tax planning - helping to increase your net wealth
- risk mitigation - protecting you and your family
- estate planning – ensuring your assets go to your intended beneficiaries
We are unique in that Ian Brady, our Chief Investment Officer and a founding director, was an S&P "AA" rated fund manager at Invesco Perpetual and is therefore exceptionally well qualified to manage clients' money. Ian also publishes regular commentary which can be viewed on this website.
Our private clients are successful, busy and demand a high quality discreet service. Our proposition is particularly designed to meet the needs of Entrepreneurs, Company Directors, Lawyers, Accountants, Trustees (Family Trusts and Charities) and wealthy families via a private office structure.
You manage your own business affairs to a very high standard and our aim is to provide a proactive service which ensures your private financial matters are managed to the same exacting level.
The service we offer is designed to save you time, to manage your wealth effectively and to allow you to have as little or as much involvement in the decision making process as you wish.