Whatever personal goals and ambitions you have in life, knowing where you stand financially and knowing what this empowers you to achieve, is key to a life well-lived. We are one of the UK’s leading wealth management companies, trusted with managing over £41 billion (as at March 2021) of our clients’ money. We take great pride in our relationship based approach to Financial Planning and Investment Management, and our purpose to make a tangible and meaningful difference to you and your family. With an investment heritage dating back to 1827, we’re built for the long term, and have been entrusted by generations of our clients for nearly 200 years.


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