Business Details
22 Years
experience
Your Trusted Partner for Investment Management Solutions
Established in 2004, we operate as a national investment management boutique committed to delivering personalized financial solutions. Our foundation rests on six core principles prioritizing client interests, with a focus on building long-term partnerships through trust and tailored service. Our team comprises seasoned professionals, including former executives from leading financial institutions, who bring decades of collective experience to portfolio management. We maintain independence by avoiding ties to banks or financial institutions, ensuring unbiased advice aligned with client objectives. Our services span bespoke portfolio management, AIM Portfolio solutions, and capital preservation strategies, catering to private clients, charities, and professional advisers.Transparency is central to our approach, with no hidden fees or commissions levied on our services. We outsource administrative functions to specialized providers like Pershing Securities, allowing us to concentrate on our core strength: investment management. Offices in Salisbury and Harrogate enable us to serve clients across the UK and internationally. Our owner-managed structure ensures agility and direct access to portfolio managers for all clients. Continuous team development guarantees expertise succession while maintaining accessibility and efficiency in client interactions.
Services
Bespoke Portfolio Management
AIM Portfolio Service
Capital Preservation Portfolio
Wealth Planning
Investment Advisory
Details
- Year established: 2004
Highlights and features
- We provide direct access to named investment managers who actively manage portfolios
- Our team includes professionals with decades of experience from leading financial institutions
- Transparent fee structure with no hidden commissions or administration charges
- Owner-managed boutique structure ensures personalized service and decision-making agility
- Specialized focus on investment management through outsourced administrative expertise
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Bespoke Portfolio Management
Personalized investment portfolios designed to meet specific financial objectives. Our experienced team tailors strategies to individual risk profiles and goals. Clients benefit from direct manager access and regular portfolio reviews.
AIM Portfolio Service
Specialist service focusing on AIM-listed companies for inheritance tax planning. Investments qualify for Business Relief after two years with potential capital growth. Suitable for clients seeking tax-efficient wealth transfer solutions.
Capital Preservation Portfolio
Defensive investment strategy targeting capital stability over growth. Designed for risk-averse investors seeking protection from market volatility while maintaining liquidity and flexibility.
Investment Advisory
Expert advice on portfolio construction and management. Services include market analysis, risk assessment, and investment selection. Available for both discretionary and advisory mandates.
Wealth Planning
Comprehensive planning services covering tax efficiency, retirement strategies, and intergenerational wealth transfer. Integrates investment management with long-term financial objectives.
People
Bertie Gore Browne
Investment Director
Co-founder with over 35 years' experience managing private client and charity portfolios. Chartered Fellow of the CISI, specializing in long-term investment strategies and client relationship management.
Tom Hewitt
Director
Joined in 2017 after 14 years at Lloyds Bank. Chartered Member of the CISI, focusing on business lending expertise and client portfolio management. Specializes in bridging traditional finance with modern investment approaches.
Questions
What makes Gore Browne different from other investment managers?
We combine owner-managed boutique service with direct portfolio manager access, transparent fees, and decades of experience from leading financial institutions.
Do you offer tax-efficient investment options?
Yes, our AIM Portfolio Service provides potential inheritance tax relief through Business Relief-qualifying investments while maintaining portfolio flexibility.
What fee structures apply to your services?
Our fees are 1.5%+VAT management charge plus 0.25% custody/administration. No hidden commissions or additional fees are levied on clients.
How do you handle client portfolio customization?
We create bespoke portfolios tailored to individual risk profiles, financial goals, and investment horizons through direct client consultation and ongoing reviews.
Are your services available outside the UK?
Yes, we serve international clients while maintaining compliance with relevant regulatory frameworks for cross-border investment management.
