Our Services

Experience shows that asset allocation plays a major role in generating investment returns - different asset types, sectors, and geographies each bring with them different opportunities. And with market and economic conditions having such a powerful influence on how different asset classes perform, we know that there is no room for complacency. Balancing your expectations with your appetite for risk will always be important. But so is up-to-the-minute knowledge and the ability to re-allocate assets nimbly as markets flux and flow. 

Your investment manager is always free to use their own judgement in their search for investment opportunities that match your unique plan. We are not tied exclusively to our own funds, so we are able to offer you unbiased recommendations from across the universe of investment opportunities. We also have access to the Brewin Dolphin Group's award-winning in-house research team that provides market intelligence and macro-economic analysis so you can always be sure that we have interrogated each investment, tested its performance, and measured its potential. 

Our aim is to make your money work as hard as it can for you, within your risk profile and time objectives. This means understanding your ambitions and, in response, 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. We are always available to you in person, over the phone or by email and we will regularly review your plans to help keep your journey on track.

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.