Our services
Independent investment talent and access to RBC Brewin Dolphin’s award-winning research team are the driving force behind our investment decision-making.
Making the most of your wealth
For many of us, our ambition for our money is simple – to make the most of it. Working with a wealth manager who can make the day-to-day investment solutions in your interest is one part of that. We appreciate that being able to trust you are in the right hands is about more than technical skill – it is also about personal understanding.
Financial planning
Whether you are clear on your financial priorities or feel you need pointing in the right direction, we can help you plan and structure your finances. We help our clients with retirement, estate and succession planning.
Investment management
Our aim is to make you money work as hard as it can for you, within your risk profile and time objectives. This means investing your money across a selection of assets that are right for you and enable you to balance risk and return in a sophisticated way.
Non-UK residents
We provide investment solutions for British expatriates working or living within the European Union. As a registered ISA manager outside of the UK, we can manage your legacy Investment ISA assets and provide a variety of investment and currency options for you.
Keeping you up to date
You will receive regular reports on how your portfolio is progressing. We will send you detailed valuation reports and an end-of-year tax schedule to help with your tax return. Through your investment manager you can access a range of investment information as well as ideas and opinions that will inform and stimulate your own wealth thinking.
Independent minds
We offer unbiased recommendations from a broad universe of investment opportunities.