Services

As life expectancy increases, you need to be sure you are financially prepared not only for your retirement, but also for any care you might need in later life.

Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.

Tax is likely to represent the biggest financial outlay over the course of your lifetime, yet many of us are simply too busy to dedicate the time required to ensure our tax affairs are in order and we’re not paying more than is due.

Providing wealth management services to the holders of substantial private capital, their families, trusts and companies, both in the UK and internationally has been a major part of our business since its launch in 1881.

As a privately owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.

We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.

Ensuring you have effective and accurate financial systems and controls in place to meet your business and compliance requirements is critical to your success.

Efficient, cost-effective and comprehensive outsourcing and back-office services can help you boost profits and reduce risk.

Ever-changing legislation and a global crackdown on tax avoidance mean your business now operates in an increasingly challenging tax environment.

If your business has been the victim of corporate fraud, can you move quickly to establish the facts and recover any lost assets?

Whether it’s generating investment returns without eroding capital or other requirements, a bespoke investment portfolio reflecting your specific attitude to risk and ethical principles can help your charity meet its strategic goals effectively.

As a privately owned, boutique fund management business, we are dedicated to achieving strong fund performance and doing so with integrity. Our regulated funds cover equities, fixed interest and cash.

We offer access to a managed portfolio service (MPS) and discretionary bespoke portfolios, drawing from our extensive experience and investment expertise.

Without adequate support, it can be difficult and time consuming to put together attractive and appropriate pension and employee benefits structures.

There are a variety of options available to companies in financial difficulty, from restructuring the business or debt to more formal insolvency procedures.

Raising capital, managing portfolios and strong transactional support from our transactions team.