Business Details
Your Trusted Partner for Investment Solutions
Established over 35 years ago, we are an independent, family and staff-owned business dedicated to providing personalized investment solutions. Our primary focus is preserving and growing client wealth through expert financial planning and discretionary investment management. With a deep understanding of market dynamics, we offer tailored strategies for private clients and financial advisers, prioritizing risk management and long-term capital preservation. Our team combines institutional expertise with a client-centric approach, ensuring transparent communication and adaptable service delivery.We maintain rigorous compliance standards under FCA regulation, supported by ongoing staff training and development. Our commitment extends beyond portfolio returns, addressing clients' holistic financial needs through flexible planning and intergenerational relationship-building. Continuous innovation in our investment methodologies ensures alignment with evolving client objectives and market conditions.
Services
Investment Management
Financial Planning
Managed Portfolio Service
Bespoke Portfolio Service
AIM Portfolio Service
DEP Service
Bespoke Sustainable Service
Highlights and features
- We offer over 35 years of experience in discretionary investment management
- Our personalized approach prioritizes individual client financial goals
- FCA regulated with rigorous compliance and transparency standards
- We provide tailored solutions combining financial planning and portfolio management
- Our team maintains ongoing professional development and market expertise
Associations and certifications
- Financial Conduct Authority
What people say
Delighted with the service
Excellent management
Hands-on personal attention
Complexities explained well
Wealth of expertise
Services
Investment Management
Our discretionary investment management service combines market expertise with personalized strategies to grow client wealth. With over 35 years of experience, we create tailored portfolios that balance risk and return objectives while maintaining FCA-compliant standards. The team continuously monitors market conditions to optimize investment decisions.
Financial Planning
We provide comprehensive financial planning services addressing long-term wealth management goals. Our approach considers individual circumstances, tax implications, and intergenerational needs while maintaining flexibility for life changes. The service integrates seamlessly with our investment management capabilities for holistic financial solutions.
Managed Portfolio Service
This cost-effective solution offers access to our investment expertise across various risk profiles. The service features inflation-plus benchmarks with a transparent 0.25% fee structure, providing consistent growth potential through different market cycles while maintaining clear performance targets.
Bespoke Portfolio Service
Tailored investment solutions consider individual client objectives, tax considerations, and risk tolerance. This service allows financial advisers to focus on planning while we handle portfolio construction, offering personalized management with institutional-level resources and expertise.
AIM Portfolio Service
Launched in 2004, this specialized service leverages Business Relief tax benefits for small businesses. Designed for clients seeking inheritance tax planning solutions, it combines growth potential with tax-efficient investment opportunities through the Alternative Investment Market.
People
Tracy Coghill
Client Experience Manager
With extensive experience in client relations, Tracy oversees service delivery and client support. She ensures consistent communication and handles feedback while maintaining confidentiality and adapting services to client needs.
Questions
What investment services do you offer?
We provide discretionary investment management, financial planning, Managed Portfolio Services, Bespoke Portfolios, AIM Portfolio Service, DEP Service, and sustainable investment options.
How are your fees structured?
Our Managed Portfolio Service charges a transparent 0.25% fee with clear cost breakdowns. Bespoke services provide detailed fee explanations aligned with client-specific value.
Are you regulated by financial authorities?
Yes, we are authorized and regulated by the Financial Conduct Authority (FCA) under reference number 122483.
How can I access my investments?
Clients can access portfolio information through our secure investor portal available on desktop and mobile devices with 24/7 access.
What areas do you serve?
We primarily serve clients in London and Cambridge, with investment solutions available to clients across the UK and internationally.
How do you handle client communication?
We maintain regular contact through preferred communication channels, provide prompt responses, and offer in-person meetings, video calls, or telephone support as needed.
