Our services
Working with you and our internal and external financial planners, we can provide a range of services for your clients.
Contact our team to discuss how we can assist you and your clients.
Wealth management
Outsourcing investment management frees you from day-to-day involvement in your clients’ investments, but it doesn’t mean losing control.
Responsible investment
We take an individual approach to each client, so your clients investment portfolio is carefully constructed to match their objectives.
Financial planning
Financial planning can help your clients organise their finances to make the most of their money and avoid situations they may not have anticipated.
Managing a charity's assets
We are one of the leading investment managers for charities and not-for-profit organisations in the UK.
Trust and tax
Getting professional advice is vital to make sure your clients are investing tax efficiently and their money goes to those they want it to benefit.
Portfolio lending
As a licensed deposit taker we are able to offer your clients a range of banking services and fixed interest term deposits.
