We work closely with professional partners - typically accountants, solicitors and Independent Financial Advisers specialising in wealth management. They benefit from our association by being able to offer a discretionary fund management service to their private clients, all of whom will have a minimum of £200,000 to invest.

Wealthy individuals wishing to have direct involvement in the management of their investments also use our services.

• Every client and their personal needs are unique and treated accordingly - we don't offer ‘standard’ solutions
• We advocate face-to-face meetings at the start of any client relationship - a key aspect of translating requirements into an agreed strategy
• Needs analysis - we help clients identify their attitude to risk, develop a time horizon and agree financial objectives
• We believe in proactive communication - we want clients to understand the rationale behind our investment recommendations and costs and we keep them informed of market activity and issues of interest
• We aim to provide institutional quality investment services which are delivered with transparency