We are a people business and the success of our firm is based on the strength of our client relationships and the quality of our staff and partners.
Our clients tell us that they value long-term relationships which enable us, as their advisers, to gain in-depth knowledge of their personal financial affairs and/or business requirements. Our service is partner-led and we pride ourselves on ensuring that clients are always able to reach senior people and decision-makers as and when they need to.
Associate Director, Investment managementInvestment management - CharitiesLondon
Partner, Investment management, CFAInvestment management - Private clientLondon
Partner, Investment managementInvestment management - Private clientGlasgow
Director, Employee benefit consultantsPensions and employee benefitsBristol
Director, Investment managementInvestment management - Private clientDublin
DirectorPersonal financial planningLondon
Partner, Investment managementInvestment management - CharitiesGlasgow
PartnerInvestment management - Private clientLondon
Head of Financial Planning, LondonPersonal financial planningLondon
Investment ManagerInvestment management - Private clientLondon
Head of Financial Services, BristolPersonal financial planningBristol
Director, Assurance and business servicesAssurance and accountingSalisbury