Business Details
13 Years
experience
Independent Wealth & Fund Management Experts
Established in 2013 and authorised by the Financial Conduct Authority, we are independent financial services experts dedicated to delivering tailored wealth and fund management solutions. Our approach combines deep industry knowledge with a commitment to understanding each client's unique financial objectives, whether planning for retirement, growing wealth, or securing family and business futures. With a team of experienced professionals, we specialise in both personal wealth management and institutional fund management, including property development finance through our listed investment company.Our reputation for integrity and client-focused service has driven growth primarily through personal recommendations, reflecting our dedication to transparency, expertise, and long-term relationships built on trust.
Services
Wealth Management
Fund Management
Financial Planning
Pension Planning
Savings and Investment
Insurance Protection
Mortgage Advice
Property Development Finance
Details
- Year established: 2013
Highlights and features
- Authorised and regulated by the Financial Conduct Authority since 2013
- Experienced team with property development finance specialisation
- Bespoke wealth management solutions for individual needs
- Dual expertise in personal financial advisory and institutional fund management
- Growth driven by client recommendations and proven track record
Associations and certifications
- Financial Conduct Authority
Services
Wealth Management
Our wealth management service provides bespoke solutions for growing and protecting personal assets. We create tailored strategies for retirement planning, investment portfolios, and family financial security. With FCA-regulated expertise, we combine traditional and ethical investment options to meet individual client objectives while maintaining long-term financial health.
Fund Management
Specialising in property development finance, we manage institutional funds and advise on the London Stock Exchange-listed Develop North PLC. Our credit committee oversees rigorous project approvals while delivering flexible financing solutions for UK property developers. This service combines institutional expertise with a personal approach to capital deployment.
Pension Planning
We create custom retirement strategies considering income requirements and risk tolerance. Our FCA-regulated advisers help clients navigate annuities, withdrawals, and pension consolidation. The service focuses on building secure, adaptable retirement plans that evolve with changing personal circumstances and regulatory environments.
Savings and Investment
Offering access to diverse investment solutions, we combine in-house expertise with third-party providers. Our clients benefit from traditional multi-asset funds and specialist ethical portfolios. The service emphasises strategic asset allocation aligned with individual risk profiles and long-term financial goals through continuous portfolio review.
Insurance Protection
We provide tailored insurance solutions for personal and business needs, including life cover and critical illness protection. Our independent advice helps clients select appropriate coverage levels while integrating protection strategies with overall financial planning to safeguard assets and maintain financial stability.
People
Ian McElroy
Chief Executive
With extensive financial services experience, Ian leads our strategic direction while maintaining hands-on client advisory responsibilities. He ensures regulatory compliance and oversees our dual focus on wealth management and institutional fund operations.
Jess Swindells
Managing Director
Jess manages day-to-day operations and client relationships, combining regulatory expertise with practical financial solutions. She plays key role in developing our property finance offerings and maintaining FCA compliance standards.
Paul Blight
Head of Wealth Management
As head of wealth management, Paul leads our personal financial advisory services. He specialises in retirement planning and investment strategies, ensuring clients receive tailored solutions aligned with their long-term financial objectives.
Brendan OGrady
Fund Manager
Brendan manages institutional fund operations and property finance projects. His expertise in credit assessment and portfolio management contributes to our successful delivery of development finance solutions across the UK.
Andrew Cawkwell
Credit Committee Member
Andrew provides specialist credit risk expertise to our fund management activities. His involvement in project approvals ensures prudent capital deployment while maintaining our commitment to responsible lending practices.
Questions
What financial services do you offer?
We provide wealth management, pension planning, investment advice, and property development finance through our listed investment company.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority since 2013.
Which regions do you serve?
We operate across the UK with particular focus on the North East of England and Scotland.
What makes your approach different?
We combine independent advice with institutional fund management expertise, offering both personal financial planning and property finance solutions.
