Business Details
22 Years
experience
Your Trusted Investment Partner in Rickmansworth
Founded in 2004, we are an independent, owner-managed investment specialist dedicated to delivering outstanding growth through direct equity investments. Our expertise lies in crafting bespoke solutions tailored to high-net-worth individuals, private investors, trusts, and institutions. With a focus on global markets and the Alternative Investment Market (AIM), we combine in-depth research with strategic portfolio management to align with clients' unique financial goals. Our proven track record in tax-efficient investing, particularly through AIM portfolios for Inheritance Tax planning, positions us as leaders in our field.We prioritise transparency, client control, and competitive pricing, ensuring access to high-quality investment opportunities while maintaining rigorous risk management. Our team's decades of experience across international markets and commitment to continuous innovation underpin our ability to deliver sustained value to clients.
Services
Global Growth Portfolio
UK Dividend Income Portfolio
AIM IHT Growth Portfolio
AIM IHT Income Portfolio
SIPP Management
Details
- Year established: 2004
Highlights and features
- Same portfolio managers since founding in 2004 with expertise in international markets
- In-depth research identifies optimal investment opportunities
- Proven experience through multiple stock market cycles
- Tailored investment portfolios with no generic funds
- Competitive pricing with no hidden charges
Associations and certifications
- Financial Conduct Authority
Services
Global Growth Portfolio
Our Global Growth Portfolio delivers direct equity investments in the world's largest, high-quality companies. Designed for long-term capital appreciation, it leverages economic recovery, technological innovation, and diversified market exposure. Clients benefit from expert portfolio management, ESG integration, and access to cutting-edge sectors like AI and renewable energy, ensuring alignment with evolving financial goals.
UK Dividend Income Portfolio
This portfolio focuses on UK equities with above-average dividend yields, targeting circa 6% income versus FTSE 100 averages. Combining capital preservation with income generation, it suits investors seeking regular returns through established FTSE and AIM-listed companies. Low-cost structure and SIPP/ISA compatibility enhance tax efficiency while maintaining liquidity and transparency.
AIM IHT Growth Portfolio
Specialising in AIM-listed companies with Business Property Relief eligibility, this portfolio offers 100% IHT relief after two years. Targeting 20-30 growth-oriented companies, it balances tax advantages with capital appreciation potential. Clients retain full asset ownership while benefiting from reduced volatility through diversified, cash-generative holdings.
AIM IHT Income Portfolio
This service invests in higher-yielding AIM companies qualifying for Business Property Relief. Designed for investors prioritising income alongside IHT mitigation, it targets established dividend payers with stable cash flows. Portfolio construction emphasises tax efficiency, with holdings structured to maintain 100% IHT relief eligibility after two years.
SIPP Management
Our SIPP advisory service provides tailored pension management with direct equity exposure. Clients gain flexibility in structuring retirement investments through global and AIM portfolios, supported by ongoing portfolio reviews. The service integrates tax-efficient wrappers like ISAs while maintaining client control over asset selection and rebalancing decisions.
People
Stephen Drabwell
Co-Founder & Director
Co-founder with 30+ years' experience, Stephen oversees trading and portfolio operations. Former UBS investment banker and Washington Asset Management senior trader, he has managed AIM IHT portfolios since 2004.
Chris Boxall
Co-Founder & Director
Chartered Accountant and co-founder, Chris leads company research and portfolio management. With expertise in AIM analysis, he previously contributed to Washington US Fund's growth from $30m to $250m in assets under management.
Jonathan Bramall
Business Development Manager
With 12 years in finance at Barclays and Metro Bank, Jonathan specialises in client relations. He provides dedicated support to investors and intermediaries, leveraging extensive relationship management experience across diverse client segments.
Questions
What investment options qualify for Inheritance Tax relief?
Our AIM IHT Growth and Income Portfolios invest in Business Property Relief-qualifying AIM companies, offering 100% IHT relief after two years of ownership.
Can I access my portfolio holdings directly?
Yes, clients retain full ownership of assets in their own name with quarterly valuations and online access through our broker platform.
What minimum investment amounts apply?
Global Growth requires £100k minimum (recommended £250k+). AIM IHT portfolios start at £20k via platforms or £40k direct.
How are dividends handled in your portfolios?
Dividends are reinvested unless specified otherwise. The UK Dividend Income Portfolio targets circa 6% yield compared to FTSE 100's 3.6%.
Do you offer non-taxable investment wrappers?
Yes, all portfolios can be held within ISAs or SIPPs, with existing ISA transfers maintaining tax-free status.
What risk management measures are in place?
Portfolios use diversified holdings, liquidity controls, and regular rebalancing. Clients receive detailed risk warnings and quarterly performance reviews.
