For over a century, we have managed the financial affairs of private clients and their business interests. With over 1,700 people in 11 offices in the UK, Ireland and Jersey, we are a leading investment management business. Clients, whether individuals or companies, value our ability to provide tailored financial and professional services to enable them to achieve their ambitions.


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How we support your business

Running a business requires intuition, skill and stamina. Through our accountancy, investment management and tax advisory offering, we provide support to our business clients so they can focus on what is important. We work with a range of business clients from intermediaries, trustees, small businesses and start-ups, to quoted multinational groups.

Whether you need support on acquisitions or to raise funding, we have an unrivalled network to help you achieve your strategic goals. We offer a range of services to sustain growth or secure an exit. Our expertise covers international expansion and new markets, but also trade sale advice, IPO support and financial planning post-exit. At each stage, we think about the solution that fits your particular needs, drawing on the knowledge of the whole business.

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Business advisory

Advice and solutions to define and execute business strategy and achieve your business goals.

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Scaling up a business

Through our dedicated Scale up team we help you confidently expand, consolidate and compete in Ireland and beyond, offering wide ranging capabilities, supports and advice for your business and its leaders.

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Succession planning

It is vitally important to start succession planning early. The search for a new leader for your business should not begin when you are planning to sell up or retire.

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How we support you

We have served our clients with dedication, skill and efficiency for over a century, offering a broad range of integrated services. We help you meet your financial goals by understanding your individual circumstances and ambitions. We stand behind our clients, helping them plan, build and grow their wealth. Our relationships with our clients are long-term and collaborative.

We offer a wide range of private client wealth services to support you. From planning for the future, to leaving a legacy, to helping you with changing circumstances such as divorce or later life care, we bring together the knowledge and expertise of more than 1,400 people. We think deeply about the right solution for you, taking input from across the business, but with a single, senior point of contact. We believe this personal, thoughtful approach sets our business apart.

Protecting Your Family

Planning for your family's financial future

Your financial needs and those of your family will inevitably change over time. Forward planning can give you peace of mind over your financial future.

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Managing your wealth

Preserving and growing your wealth to give you financial security now and in the future requires an approach to investment that is as individual as you are.

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Preparing for retirement

Ensure that you have sound financial plans in place to fund your retirement needs.

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View all our business services

We can help you with a range of challenges your business may face. Click the button below to find out more.


View all personal services

From planning your retirement, to tax services and investment management. We can support your financial ambitions.

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